Neal serves as a Servicing Advisor at Insight Financial Services, working closely alongside the firm's lead advisor, David Pacer, to ensure clients are given white-glove service.
Neal brings five years of experience with a registered investment adviser. At his prior firm, he gained extensive experience managing wealth and designing strategies for clients across all net worth levels. During this time, he earned his CERTIFIED FINANCIAL PLANNER® designation, achieving the distinct honor of becoming the youngest CFP® in Kansas history.
Neal is deeply passionate about helping clients navigate their financial journeys, focusing on reaching their long-term goals as quickly and efficiently as possible.
In his spare time, Neal enjoys reading, volunteering, and watching sports.