Neil’s clients rely on his experience in the financial and insurance industries, and his insights as a former small business owner/operator, to help guide and educate them as they pursue their business and financial goals. He strives to exceed clients’ expectations by providing them with individually tailored wealth management strategies to help them navigate their path toward financial well-being.
In addition to focusing on wealth preservation for multi-generational families and businesses, Neil provides individuals, families and businesses with relevant and timely wealth management, financial planning, and insurance strategies. He has earned the Series 6, 7, 63 and 65 registrations*, and is a licensed life, health and disability agent. Neil is a Chartered Retirement Planning Specialist (CRPS). A CRPS® provides the clarity to build and manage a proper corporate retirement plan with fiduciary oversight. With creative design strategies, a company can provide retirement benefits to their employees as well as allow the owner to control the amount of pre-tax or after-tax income they want to contribute to their own retirement savings.
Working with Qualified and Non-Qualified plans in small to mid-size businesses allows Neil to expand his financial planning reach to serve and educate both the employer and employees of the plan and assist with their unique financial challenges.
Neil attended Germantown Academy and Villanova University, and he is a competitive golfer who is a former Mid-Amateur Golf Champion of Philadelphia. Neil is the former Club Champion at Doylestown Country Club and is the 2012 Club Champion at the Five Ponds Golf Course. He lives with his wife Fann and daughter Aviva in Bucks County, Pennsylvania.
*Registrations held through LPL Financial.