“I believe that wealth is about far more than money—it is freedom, security, and the ability to shape a family’s narrative for generations. Being part of Truepoint’s Family Office team allows me to collaborate with other professionals to impact a family’s future in a deep and meaningful way.”
Neil’s Story
As a part of the financial planning team, Neil helps families navigate the complexities that come with significant and multi-generational wealth. His areas of expertise include multi-generational wealth planning, intrafamily lending, holistic wealth planning, and education planning.
Outside of work, Neil and his wife stay busy with their three children. As a family, they share a love of the arts—from theater and concerts to museums—and especially enjoy trips to New York City to see Broadway performances. In his free time, Neil enjoys biking, camping, and anything that gets him outdoors.
Specialties: education planning, holistic wealth management, intrafamily lending, multi-generational wealth planning