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About Neal A. Schering CFA® CFP®

Neal A. Schering CFA® CFP® Portfolio Manager Assistant

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Neal A. Schering CFA® CFP®
Neal A. Schering CFA® CFP®
Neal A. Schering serves as a Portfolio Manager Assistant. Neal grew up in DeMotte, Indiana and attended Covenant Christian High School. In 2011, Neal graduated from Purdue University with a Bachelor of Science in Statistics. Since then, Neal has acquired the CFP®, ChFC®, and most recently CFA® designations.

As a Portfolio Manager Assistant, Neal helps the advisors research the best strategies to use for clients. He is passionate about using wisdom to help guide investment decisions. He also assists the advisors with tax planning for clients to make sure they are being proactive for the current year’s tax situation.

Neal enjoys spending time with his 4 sons, 3 daughters, and wife, Jenna.  They currently reside in Merrillville.

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