Amber McNeil

I believe the starting point of any financial conversation should be with you—your life, your family, your priorities, and your goals. I'll listen to what's important to you and design a financial plan from multiple strategies specifically designed to help get you where you want to be.

There are four pillars that ground the work I do with clients.

• Faith – my faith in God propels me to do good honest work for the clients that are entrusted to me. Having the faith that this is what I am called to do and knowing that with God, all things are possible, drives me to get up, even on the hard days.
• Education – I absolutely love educating clients on their options and being able to break down complex concepts into simple, relatable language. I am an educator at heart, and I want my clients to understand why we are implementing specific strategies.
• Integrity – there’s a lot of mistrust in the finance industry. I continually ask myself and my team, “are we doing the right thing for the client?” If the answer is, “no”, then how can we do and be better.
• Action - knowledge is not power. Implementation of knowledge is power. My clients are confident that they can reach their goals because we've built a flexible plan that makes it easy for them to take action.