Neil is a dedicated financial professional focused on helping clients achieve long-term success through disciplined planning and thoughtful investment strategies.
He earned both his bachelor’s degree and MBA from Gonzaga University, where he built a strong foundation in financial analysis, strategic decision-making, and investment strategy.
Inspired by his father’s 25+ year career as a wholesaler in the financial industry, Neil developed an early appreciation for the importance of trust, consistency, and lasting relationships. Today, he is committed to providing clients with the insight, resources, and confidence they need to pursue their financial goals.
Neil lives by his personal motto, “Consistency turns average into excellence,” reflecting his belief in disciplined habits and long-term commitment. This philosophy aligns closely with his approach to investing—emphasizing patience, staying the course, and the power of compounding over time.
Outside of work, Neil enjoys golfing, bass fishing, and spending time with his family in Lake Tahoe.
Tri Counties Advisors: 3700 Douglas Blvd., Roseville CA 95661