Neil received a Masters of Accountancy, magna cum laude, from The University of South Carolina in 1993 and Bachelors in Business, magna cum laude, from The University of South Carolina in 1992.

He is a CERTIFIED FINANCIAL PLANNERTM practitioner and Certified Public Accountant (CPA).

Neil has significant experience in financial planning and brings a wide variety of financial service and tax expertise to BFS. He advises clients on various personal financial planning issues including distribution, retirement, income tax, insurance, education, investment and estate tax. He is a member of the American Institute of CPAs, the South Carolina Association of CPAs, the Columbia Estate Planning Council, the Columbia Tax Study Group and the National Association of Personal Financial Advisors.

He is also the Program Coordinator for the CFP® Certification Education Programs at Midlands Technical College. He is also a national instructor for Keir Educational Resources’ Review for the CFP® Certification Examination. He has also been quoted in and authored articles in Bloomberg Wealth Manager, Research Magazine, Midlands Woman, The State, Financial Advisor, Kiplinger’s Personal Finance and Financial Planning.

Prior to joining BFS, Neil headed the financial planning department at a large fee-only financial planning firm in Columbia. Prior to that, Neil was a senior consultant with the Carolinas Financial Counseling Services Practice of Deloitte & Touché in Charlotte, North Carolina where he spent the majority of his time advising executives and employees of a Fortune 500 company on retirement, insurance, investment, income and estate planning.