Neil has been in the financial business since 1999, He started with his Life & Mutual funds Lic. for 11 years before deciding on the Private Markets. Since joining Pinnacle in 2013 Neil has never been happier showing people an alternative to the stock market.
Neil feels that showing people an alternative way to increase their wealth is a very rewarding experience. He works to educate people on the many great products that Pinnacle has brought to the product shelf including his clients.
Neil knows his clients enjoy his no pressure approach to the Private Market & the fact that he will always be there for them.
A Typical day for him includes meeting existing clients to discuss their needs or follow up on their investments. He also meets with new clients to see how he can aid them in Private Marketing Investing. Living in a rural setting Neil feels he relates & understands to the different needs of the area.
Neil & his wife Lois have been married since 1978 and have 2 children & 3 grandchildren. He loves spending time visiting neighbors & friends and family especially his grandchildren or spending time on the family farm where he has lived since birth. Him and Lois love to travel and traveling in winter to somewhere warmer has been a priority lately.