Neil oversees the financial plans for individuals and businesses all across the country. With over 35 years of service in the industry, he provides expert advice on a wide range of areas including asset management, risk management, estate planning, insurance, qualified plans, and tax planning. His most important priority is the client. He loves listening to their journey, their “why”, and getting to know the next generation. The guidance he has provided from generation to generation is well documented and he receives countless compliments throughout the year. Neil earned a Bachelor’s degree in Finance from the University of Wyoming and an M.B.A. from the University of Notre Dame. He has been recognized by Forbes Magazine as one of the Top Advisors in Ohio. He resides in Toledo, Ohio with his wife Carol. They have 3 daughters and a Grandson.
Words I Live By
Do what is right, be the best you can be, and treat others the way you want to be treated.
You Should Know…
Neil met his wife in high school and loves to golf, fish and play pickle ball.
My Literary Love
The Millionaire Next Door by Thomas J. Stanley Ph.D. and William D. Danko Ph.D., What They Don’t Teach You at Harvard Business School by Mark McCormack, The Art of War by Sun Tzu, The Purpose Driven Life by Rick Warren
The Best Getaway
Naples and ski vacations in Colorado with family and friends.