Client Advisory

Biography

Neal is a Principal in the Louisville office, where he works to help individuals identify, plan for, and reach their financial goals. His focus is on helping clients at all stages of life find peace of mind for themselves and their families.

Prior to joining Cerity Partners, Neal served as a Senior Financial Advisor at ARGI Financial Group working directly with corporate clients. Outside of his advising role, he managed a senior group of associates, helping them grow and find the best path for success within the company.

In his free time, Neal enjoys playing golf, sharing a love of Legos with his 5-year-old son, and hunting rare whiskeys with his friends.

Education

  • B.S. in Business Marketing from the University of Kentucky

Highlights

  • CERTIFIED FINANCIAL PLANNER®

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