Neal directs the comprehensive planning and advisory services for high net worth clients and families with generational wealth. He and his team strive to give families peace of mind by helping them navigate the challenges of wealth and implementing strategies to achieve their goals. Neal earned ...more

Neal directs the comprehensive planning and advisory services for high net worth clients and families with generational wealth. He and his team strive to give families peace of mind by helping them navigate the challenges of wealth and implementing strategies to achieve their goals. Neal earned his Bachelor of Business Administration in Finance from The University of Oklahoma. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Investment Management Analyst® designee, as well as a member of the Investments & Wealth Institute™ and the Financial Planning Association (FPA).less