Multi-Generational Financial Confidence.
As a Senior Wealth Advisor, Neil strives to fully understand the unique financial situation and goals that every individual, family or business has. He enjoys inspiring his clients to focus on their life goals first and then works to design and create a comprehensive financial plan to help them pursue those goals as efficiently as possible. Neil believes that the best financial plans should provide a practical structure but be built with flexibility to adapt to the unknowns in life.
Neil graduated from Michigan State University with a BS in Package Engineering offered in The School of Agriculture. Neil has worked in the Financial Services field for over 24 years during which he earned his CFP®, ChFC®, and Series 65. Most recently he was a Partner at Meridian Advisory Services, LLC for 9 years.
Neil lives in Boca Raton, FL and spends as much time with his daughter Shana in either Florida or Michigan, where she resides. In his free time, Neil enjoys playing golf, hiking, reading, and traveling around the Southwest.