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
Financial Advisor
(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. Mandy has worked in accounting and...
Amanda Gaines
Wealth Management Coordinator
(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...
Dynise Finley
Paraprofessional Accountant
(979) 848-1716
Dynise has been with Neal Wealth Management since the company's inception in 1990. She provides all accounting needs for clients.
Jerry Ortiz
Staff Accountant
(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.
Destini Jones
Office Assistant
979-848-1716
Destini Jones joined the Neal Wealth Management team in the summer of 2020. She is currently attending Brazosport College full-time to receive a Bachelor in Accounting. The first person people see when they walk through the door is...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.