Introducing Our Certified Financial Planner™
Neal Schering serves as Portfolio Manager Assistant to Tim McKenna and Chad Mast. 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 clients focus on sound portfolio management in order to achieve a principled life. He is passionate about people getting their financial assets aligned with wisdom. He also helps prepare tax projections in order to be proactive and not just reactive in tax planning.
Neal enjoys spending time with his 4 sons, 2 daughters, and wife, Jenna. They currently reside in Merrillville.
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