Meet Neil
Neil has a passion for helping people plan for and work through financial challenges, with experience in helping people transition through traumatic life events such as divorce or the death of a spouse. His depth of knowledge in both wealth management and tax allows him to offer a uniquely comprehensive range of solutions for his clients, providing them with a better understanding of their total financial picture.
A graduate of Indiana University, Neil holds a bachelor’s degree in accounting and is a member of the American Institute of Certified Public Accountants and the Illinois CPA Society. His work history includes providing personalized services in accounting, tax planning, preparation, and IRS representation to many individuals and small businesses.
Neil enjoys traveling, skiing, and many outdoor activities as well as spending as much time with his adult children as their schedules permit. Neil is moved by organizations that work to help children and adults become self-sufficient, and he takes an active role in supporting Family Promise Chicago North Shore, an organization that helps homeless families find housing and regain stability.
