Neil has been a CFP(R) since 2010 and has been in the financial services industry since 2005. He studied Economics at Colorado State University and started working as a financial advisor at twenty-one years old. He worked at a large US bank during the 2008 financial crash where he helped clients navigate the crash and rebound.
In 2013 Neil worked for Pricewaterhouse Coopers where he traveled the country giving presentations to BP and PepsiCo executives on a wide variety of topics such as Cash and Debt management, Executive Compensation, Retirement Planning, and pension decisions.
After seeing from the inside what people’s perceptions and beliefs were around money, he decided to start Maxwell Wealth Planning in 2014. We are currently a family company with three employees. We specialize in helping people prepare for and move through life’s biggest financial transitions.