As a Portfolio Manager Assistant, Neal helps the advisors research the best strategies to use for clients. He is passionate about using wisdom to help guide investment decisions. He also assists the advisors with tax planning for clients to make sure they are being proactive for the current year’s tax situation.
Neal enjoys spending time with his 4 sons, 3 daughters, and wife, Jenna. They currently reside in Merrillville.
You can submit your questions by filling out the following form.