Chris McNeil, MBA

In the late 1990s and early 2000s, I started my family in the southern Chicago suburb of Frankfort.  Through this period, much of my time focused on raising our three kids and working through additional financial education offered by DePaul University, completing their Certificate in Financial Planning program.  Additional time was spent getting involved in local and state politics.

Starting in 2007, I chose a new path for my clients, as an advisor working in an independent capacity.  Working independently, my clients are now able to choose between different fee structures, and are free to choose any investment plan or strategy that fits their unique needs.  Each family's needs are different, so each family deserves a personalized investment plan.  It is during this time that I attained my Series 24 license, allowing me to open my own private office.  I also moved my family to central Oklahoma where we began home-schooling our three kids, and where I could travel more extensively to Dallas to meet with the many clients of mine that started relocating there from Chicago.

In 2011, I achieved my Master in Business Administration degree from Oklahoma Christian University, which helped me to better understand the needs of business owners in the complex worlds of finance, investing, and tax matters.  This degree has helped me in numerous ways, specifically in managing my own private office for my clients.

In total, I have spent close to three decades working alongside clients to achieve their personal retirement goals and to care for their family’s financial futures.  It is my honor to have been involved in so many important decisions for the families I have served, and to have achieved and sustained their trust.  Many of the clients I met in the late 1990s are still clients of mine today, and for that, I am honored and thankful.