Brett Neal

Investment Advisor Representative

Brett Neal has over 24 years of experience in the brokerage industry. He has built his practice on designing portfolios to help people have peace of mind when entering and during retirement years. He educates his clients so they know what they own and why they own it.

He grew up in a small family business where he learned the value of hard work and the importance of building long, successful customer relationships. Brett structures each client interaction around a commitment to excellence and superior investment recommendations. He stands behind each investment solution by personally investing in the same avenues in which his clients invest.

Originally from central Nebraska, he moved to Lincoln to attend the University of Nebraska, Lincoln in 1987. Upon graduating with a bachelor of science in finance, he started his career as a Financial Advisor with Shearson Lehman Brothers (now Morgan Stanley Smith Barney) offering investment management and advice. He remained with that firm through various mergers / acquisitions until 2005.

Brett and his wife Cindy have two daughters, a son-in law, and two grandchildren.