With over 40 years of experience, Neal has guided individuals, families and businesses through three major financial crises.
Neal starts every relationship with one question: "How would you live if you won the lottery?" His goal is to help clients achieve those dreams sooner.
After seeing healthy clients lose their spark shortly after retirement, Neal realized that financial security isn't enough. People need purpose. This led him to earn a Diplomate in Logotherapy (the study of meaning based on the teachings of Viktor Frankl).
To help his clients thrive, Neal developed “The Eight Pillars of Meaning and Contentment.” This tool ensures that your money is always working to support a life well-lived. For Neal, wealth isn't the end goal; it’s the tool that helps you live with intent and joy.