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CRPC®
Financial Planner
410-785-0044
With over 15 years of experience in financial services, Neil is a trusted financial planner who works with individuals, families, educators throughout Maryland, and small businesses. He provides objective guidance to help clients make informed financial decisions, bringing clarity, confidence, and peace of mind. His passion for financial planning is rooted in a genuine love for people, and his mission is to help each client focus on what matters most in life.
Neil takes a comprehensive approach by evaluating all aspects of a client’s financial situation and developing personalized strategies tailored to their goals and needs. His aim is always to align financial decisions with each client’s values, priorities, and vision for the future.
Neil lives in Harford County with his son, Jacob. Together they enjoy spending time traveling and being outdoors—fishing, hunting, hiking, and playing baseball. He is actively involved in his local church, contributing through various leadership roles.
Meet Neil
Lincoln Financial Advisors is now Osaic Wealth, Inc. Any reference to Lincoln Financial within these files should be disregarded.
Certifications
- Chartered Retirement Planning Counselor (CRPC®)
- Licensed General Securities Representative
- Registered Investment Advisor Representative
- Series 7 and 66 registered
- Life, Health, Annuity, and Long-Term Care insurance licensed
Education
- Towson University
- College for Financial Planning
Professional Associations
- Kingdom Advisors
- The Society of Financial Service Professionals
- National Associate of Insurance and Financial Advisors (NAIFA)
Community Involvement
- Junior Achievement of Central Maryland
- Community Food Giveaway in partnership with The Maryland Food Bank
Primary Clients or Industries
Education systems
Primary Service Areas
Asset management
Retirement planning
Estate planning
Risk management
