As a Texas native, born and raised in Brenham, TX, I enjoy spending time with my family, being outdoors, hiking/camping and traveling. I am involved with church and fraternal organizations and volunteer in my community.
The good work we do and the lives we change is what inspires me. And it is not just for my clients and their families today, but for the generations to come. I love Edward Jones for their long history of individual one-on-one attention to their clients and what's most important to them!
All this culminates with a focus on the goals that are most important to you and your family. Our understanding of your 'why' behind your goals, paired with our established processes, guides a tailored strategy designed for you. As our relationship grows, we will stay the course with personal attention of meetings, in-person or virtual, to help keep you on track throughout your family's lives.
Our vision is to become the first choice for families and business owners and to develop our relationship into friendships.
My personal purpose is to create a life where I have the time and ability to enjoy the things we all like to do. I want for my family to have a secure future where they can do the things they are passionate about and the financial freedom to craft how that looks as life moves forward.
- Business Retirement Plans
- Estate & Legacy Strategies
- Special Needs Financial Considerations
- Wealth Strategies
- Retirement Income Strategies
- Domestic Partner Finances
My Personal Interests
- Spending Time with Family
- Vintage Cars
Phone NumberNeil A Poehlmann at (254) 501-3781
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