Neil H. Email & Phone Number

Your financial plan shouldn’t be so complicated you leave the meeting wondering if the advisor was speaking a foreign language; AND they actually were talking about YOUR money. We have been helping individuals find financial success and stability for many years and explain it in a concise and clear manner. We take the guesswork out of investing by being sophisticated behind the scenes but removing the jargon when communicating your plan.I grew up in Western KY with my five siblings, a millwright working father and a fun-loving mother who taught us how to enjoy life and make the most out of what we had. Growing up in a middle-class family sparked a deep desire for personal growth and finer things in life. I pursued higher education at the University of Kentucky to learn everything I could about money and investing. Once I graduated, I entered the financial service industry fully self-employed (school of hard knocks) and have not looked back.My biggest passion has been for helping others achieve their financial goals. I have completed countless hours of continued learning to stay on the cutting edge of what's happening in the industry to provide the best strategies for my clients. I was honored to receive numerous industry awards, qualifications, and various accolades, but I'll spare you the details.In my personal life, I have a loving wife of 35+ years, along with two irreplaceable Golden Doodles. We enjoy traveling with our three grown children on as many occasions as possible. I love tinkering in my rose garden, making live-edge tables, watching most sports, and sometimes simply doing nothing but having friends around for good conversation.

Listed skills include Wealth Management, Life Insurance, Investments, Retirement Planning, and 11 others.