Don’t settle for mediocre—you deserve the A5 team.

Since 2004, John has built a storied career in the financial services industry, mastering the art of providing simplified strategies over complex financial plans. His expertise transforms intricate details into clear, actionable strategies that help empower clients to confidently shape their financial futures. Outside the office, John is a devoted family man who cherishes the vibrant chaos of a large family and a passionate culinary enthusiast—creating memorable moments both at the dinner table and in the financial plan he crafts for you.

John is always striving to learn and deepen his knowledge. In pursuit of that goal, John has acquired the following education and certifications:

• BFA™ - Behavioral Financial Advisor
• CFP® - CERTIFIED FINANCIAL PLANNER® Professional
• ChFC® - Chartered Financial Consultant®
• CRC® - Certified Retirement Counselor®
• MBA - Master of Business Administration
• NSSA® - National Social Security Advisor Certificate Holder

With over eight years of specialized experience, Neil finds that he excels at turning employer benefits and stock plans into comprehensive financial strategies. His commitment to streamlining complexity helps ensure that your plan is both robust and adaptable. A true son of the Northwest, Neil’s love for the outdoors—from winter skiing to summer hikes in the Cascades—mirrors his approach to life and finance: always balanced, efficient, and guided by a sense of stewardship.

Your goals come first—reach out anytime.

We get it, new questions come up all the time. So, send us a message whenever it works best for you. We’ll get back to you and help chart your course toward a fulfilling future.