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Finley and Neal Financial Services, PLLC

(979) 848-0951

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.  Our team of financials professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distributions strategies
  • Estate Conservation Issues
  • Risk Management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation. 

 

Amanda G. Neal, CFP®, CPA

Certified Financial Plannerâ„¢ | Certified Public Accountant

(979)848-0951

(979) 848-1716

Amanda G. Neal, CPA, CFP® (Mandy) grew up in Laredo, TX. She graduated with a Bachelor of Science in Accounting from The University of Houston – Clear Lake in 1984, and became a CPA in 1987...

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Amanda Gaines

Office Manger/Financial Assistant

(979) 848-0951

(979) 848-1716

Amanda worked full-time while attending college part-time to receive an Associate in Office Administration at Brazosport College. Amanda joined our team in July of 2012 bringing with her over 11 years of administrative experience. The...

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Dynise Finley

Paraprofessional Accountant

(979) 848-0951

(979) 848-1716

Dynise was raised in Texas but was born in Arizona. She married her husband Barry at the Texas A&M Chapel on May 12, 1984. They met three years earlier at church. They have three children, Derek, Laura and Kristen and two beautiful...

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Destini joined Finley & Neal in March, 2020 as an office assistant. Destini graduated Angleton High School in June, 2020. She is currently studying to be an accountant at Brazosport College in Lake Jackson.

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Jerry Ortiz

Staff Accountant

979-848-0951

979-848-1716

Jerry Ortiz graduated from University of Houston- Clear Lake in 2017 with a Master of Science in Accounting. He is currently studying to take and pass the CPA exam. Jerry joined our team in August 2018. Jerry’s primary...

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Patrick O'Brien, CPA

Certified Public Accountant

979-848-0951

979-848-1716

Patrick attended the University of Houston where he attained three separate degrees culminating in a Master’s in Accountancy. After graduating, he worked as the Finance intern at the Houston Astros for seven months before going...

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