Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Intergenerational Planning
  • Investment Management
  • Financial Strategies for LGBTQ Couples and Families
  • Retirement Plan Distribution

Community participation

Neil

  • Family sponsor of the Main Street Beer Booth at the St. Joe's Orphanage Picnic for the last 8 years.
  • Participating member of the Son's of the American Revolution through 3 great grandfathers.
  • Member of the First Families of Kentucky through a great grandfather that was at Fort Boonesborough.