Neil provides personalized and comprehensive financial planning for his clients through his affiliation with Magnate Wealth Management and Silver Oak Securities. He attended Henderson County High School and graduated with a Bachelor of Business Administration from Western Kentucky University.
As a Wealth Advisor, Neil specializes in the financial planning process as it relates to each client’s specific financial goals. He has expertise in fixed income securities and retirement income planning. In his free time Neil enjoys running, cycling, swimming and spending time with his wife, Paula and kids Luke and Olivia. Neil is also an Ironman finisher.
Professional Designations & Licenses
Series 66 – Uniform Combined State
Series 63 – Uniform Securities Agent State
SIE – Securities Industry Essentials
Series 7 – General Securities Representative
Formal Education & Experience
18 Years’ experience as a Wealth Advisor
5 Years as a fixed income trader and analyst
B.S. of Business Administration – WKU
Board Member of Louisville Suburban Rotary Club
Member at St. Stephen Martyr Church