Michael A. McNeal, Certified Financial Planner
Investment Advisor Representative
Throughout his career, Michael McNeal has demonstrated an aptitude for planning. He draws on years of experience in project management at AT&T and IBM to help clients stay on the path to achieving their financial goals. While he thrives in a variety of disciplines, Michael focuses his experience on helping clients develop tax-efficient investment and spending strategies that pursue their wealth over the long-term. He also assists small business owners in strengthening their company’s efficiency, culture, and longevity.
Michael works closely with clients and genuinely enjoys learning about their most cherished goals and values. While helping individual investors pursue their objectives, he strives to provide financial leadership that also promotes the wellbeing of their family and loved ones. Michael holds his Bachelors of Science from Purdue University. Outside of the office, he enjoys participating in 5k charity runs, boating, and playing games with friends and family.