Broker Check

At our firm, we have the client—and only the client—in mind.

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
At our firm, we have the client—and only the client—in mind.

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) 848-0951

(979) 848-1716

mandy@finleyneal.com

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...

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Amanda Reichert

Wealth Management Coordinator

(979) 848-0951

(979) 848-1716

areichert@finleyneal.com

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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Kristin Hurst-Hebron

Financial Advisor

979-848-0951

979-848-1716

kristin@finleyneal.com

Kristin is a fully licensed registered representative of Avantax Investment Servicesâ„  in both securities and insurance. She is currently working on her CFP® certification under the apprenticeship of Mandy Neal. Kristin grew up in...
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Gabriel Garza

Staff Accountant

(979) 848-0951

(979) 848-1716

gabe@finleyneal.com

Gabriel Garza graduated from Liberty University in 2019 with a Bachelor of Science in Finance with a minor in Accounting.

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Destini Jones

Office Assistant

979-848-0951

979-848-1716

destini@finleyneal.com

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...

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Kim Boullion

Paraprofessional

979-848-0951

kim@finleyneal.com

Kim Boullion joined the Neal Wealth Management team in early 2022. She brings a wealth of experience stemming from years working as an Office Manager and Administrative Assistant for previous employers. Kim’s primary...

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Client Centered

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.