It is my belief that every person deserves a financial plan. Our team and network is equipped to help with the more complicated estate planning scenarios as well as the person just wondering where to start.

Working together, we can help you identify your financial goals and objectives to help you prepare for the future and help protect you if life takes an unexpected turn. Keeping pace with life's changes is important. Let me help you achieve a secure financial future.

My Mission

My mission is to help as many people as possible in this community. Everybody wants to be on the right track financially but most people don't know where to start and may be embarrassed to ask. We want to make the planning process simple and as stress free as possible.  While having a nice lifestyle for myself and family is important, I feel that a true measure of success is that you helped make a positive impact on the people in your life.


Neil A Van Dam, CLU®, ChFC®, CFP®

Wealth Management Advisor

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