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

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