Neil is a Chartered Retirement Planning CounselorSM . Since entering the financial industry in 2012, he has demonstrated an ability to engage his clients in their planning process fully and at every stage of their life to help reach their retirement goals with individualized solutions and defined outcomes. Neil received his bachelor's degree overseas from Australian Catholic University. He and his family reside in El Dorado Hills, CA, and enjoy spending time outdoors whenever possible, learning and experiencing new adventures at every turn.
- Do you have any hidden talents?
I spend a portion of my down time working on wood projects around the house from a built-in wine rack to furniture, and even an outdoor movie projector for the kids.
- What is your proudest accomplishment?
Several come to mind but certainly marrying my beautiful wife and our two kids would rank right at the top.
- What is the most unusual item in your office?
This may not be unusual in today’s world, but I have a stationary bike that logs quite a few hours per week. During those long team office Zoom calls, it comes in handy.
What do I enjoy most about being a financial planner?
Being able to help our clients with their financial planning goals is something I enjoy immensely on a personal level. The joy and sense of confidence our planning brings to our clients is what I strive for when collaborating with them and how they picture their retirement.