Neil serves as a Wealth Manager, working directly with clients to develop comprehensive financial plans to address their goals and most complex financial needs. His holistic approach helps clients with retirement planning, investment management, tax and estate planning, business succession and legacy planning, insurance, and charitable planning.
Neil has over 22 years of experience in the financial services industry. Prior to joining Creative Planning, he worked for a national financial services company as Vice President of Managed Accounts where he helped high net-worth clients with comprehensive financial planning, investment management, risk evaluation, and estate planning.
Neil earned his Bachelor of Business Administration degrees in Finance and Management Science from the University of Texas and a Master of Business Administration degree in Finance from the University of North Texas. He is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
Neil and his wife Rita have two children. In his spare time, He enjoys traveling, sports, and spending time with his family.