General Info

Neil has nearly two decades of financial services experience. his role, he collaborates with members to help them maximize their cash flow, manage capital, and mitigate risk. He enjoys sharing his industry insight to help guide members along their financial wellness journey. He believes delivering the best experience to his members each and every interaction is the foundation of being a trusted advisor. Neil received his BS in Business Administration from Franklin University and is a Certified Treasury Professional. Active in his community, he serves as Board Treasurer for the Coastal Women's Shelter.