Welcome! It is so nice that you have taken a few minutes of your very valuable time to visit our webpage.

I have been in the financial industry for more than 25 years. After graduating from The Ohio State University with majors in finance and international business, I started working at a regional bank where I ultimately held roles in the branch banking, credit, employee benefits and trust departments. From the bank, I spent a short time as a financial planner at a small financial planning firm.

In 1999, I started with Edward Jones and in March of 2000, I launched my practice in Tipp City, Ohio. Miami County has been a great place to build and grow a wonderful family and business. I am blessed, as I now have clients across the United States.

I look forward to discussing how you would like to build and grow your preferred future.

Kindest regards,

Neil

Focus areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Employee Stock Options
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Military Professionals & Veterans

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More