Neal works with a broad range of individuals and families, business owners, those preparing for retirement, helping clients navigate investment management, retirement planning, tax-efficient planning.

He takes a client-centered and long-term focused approach to planning, focused on helping clients stay aligned with their long-term financial objectives.

Neal earned a B.A. in History from the College of St. Scholastica and an MBA in Finance from Augsburg University. His educational background supports a thoughtful and tax-aware approach to helping clients navigate important financial decisions.

Outside of work, Neal enjoys golfing and spending time with his spouse and three children.

Serving clients throughout the Minneapolis area.