Born and raised in Kings Park, New York, Neil has a career path that seamlessly blends his engineering background with his experience in family office management and wealth planning. His transition from an engineering career, highlighted by his role in an operating company that went through a successful sale, to a career in wealth management showcases his adaptability and forward-thinking approach. Neil has earned national accolades as a wealth advisor.
His work is driven by a personal mission to impact as many lives as possible, a philosophy that shines through both his professional endeavors and his commitment to philanthropy. Neil’s dedication to helping others extends beyond his client work, as evidenced by his leadership roles in various philanthropic organizations, including Evans Scholars, Friendship Circle, University of Michigan Advisory Councils, and ChadTough.
Neil’s life is enriched by his love for traveling and golfing with friends and family, along with cherishing the moments spent at University of Michigan football games and traveling to Northern Michigan. As a father to two daughters, Lainey and Kylie, who are both accomplished athletes, he values the importance of family and the shared experiences that bring them closer together.
Education and Credentials:
- BS in Materials Science and Engineering (MSE), University of Michigan, 1995
- MS in Materials Science and Engineering (MSE), Stanford University, 1996
- CA Insurance License #0H82095
Professional Achievements:
- Named to Detroit’s 40 under 40*** in 2010
- Forbes Best in State Wealth Advisor* – 2019-2024
- Forbes Best-in-State Wealth Management Team Member** – 2023-2024
Personal Life and Interests:
- Enjoys traveling and golfing with friends and family
- Actively involved in philanthropy, holding leadership positions with Evans Scholars, Friendship Circle, University of Michigan Advisory Councils, and ChadTough
* The Forbes Best-in-State Wealth Advisors rating was presented in April 2024 using data gathered from June 2022 to June 2023 by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. It uses a rating algorithm that is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 – 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 – 6/30/21 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 – 6/30/20 (Source: Forbes.com). 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 – 6/30/19 (Source: Forbes.com). 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 – 6/30/18 (Source: Forbes.com).
**The Forbes Best-In-State Wealth Management Team Member rating was presented in January 2024 using data gathered from March 2022 through March 2023 by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. It uses a rating algorithm that is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, operational as a team for minimum of one year and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 – 3/31/22 (Source: Forbes.com).
***The “Detroit 40 Under 40” methodology, primarily managed by Crain’s Detroit Business, involves accepting nominations from peers, colleagues, and friends of potential honorees, followed by a rigorous review process by Crain’s editors and reporters to select the final list of 40 individuals under 40 years old who are considered to be prominent leaders in the Detroit area; this selection is based on factors like professional achievements, community impact, and leadership potential.
