Among the many things I learned growing up in Morgantown, IN, I was taught to value people, hard work and the importance of moral fiber. Though my original intent was to pursue a career as a pediatrician, it eventually became clear there was a different path God intended for my life. Fast-forward through a psychology degree, management and marketing careers, and building and growing a beautiful family; I have been blessed with a career that continues to afford me the opportunity to apply all those lessons learned to impact the lives of others.
As a financial advisor with more than 13 years of experience, my team exists to serve others and help improve their lives. We help change lives through strategic advice and guidance while focused on providing attention to details and follow-through. We partner with a limited number of families to organize, accumulate and protect wealth, retirement income and their financial legacy.
Our clients' goals are the most important goals to us. We use an established process to develop and implement personalized strategies based on those goals. We partner together with our clients to keep them on track throughout their lifetimes. My team strives to exceed our clients' expectations regarding education, analysis, strategy execution and a straight-forward approach to costs.
- Wealth Strategies
- Retirement Income Strategies
- Business Retirement Plans
- Estate & Legacy Strategies
- Portfolio Reviews
- Charitable Giving
My Personal Interests
- Spending Time with Family
- Community Outreach
Office Address26 Public Square
Shelbyville, IN 46176 opens in a new window
Phone NumberCrystal C Neil at (317) 398-3144
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