Justin Neal, CLU®, ChFC®, CFP®, REBC®, CASL® is a Northwestern Mutual wealth management advisor
OUR MISSION is to assist clients in describing and defining their vision of financial success and we manage the process to help allow them to experience it. We will become an advocate for YOUR VISION, helping to organize your financial life and identify the necessary actions that will make your vision a REALITY. As your financial PARTNER, we will walk down your path TOGETHER, taking on both the ch
11/11/2025
Meet the Team Tuesday - Ephraim Rowell, Financial Planning Analyst
Did you know Ephraim is one half of a dynamic duo? 👯♂️ That's right, he's a twin! When he's not busy acing his college degree, he's coaching the JV boys' basketball team at Providence Christian Academy. 🏀 At just 20 years old, Ephraim is already helping lead the team to greatness! 🌟
Ready to make your financial story one to be proud of? Contact me today and let’s plan for your future.
The brightest futures are first built by family and community. May this be a time of investing in all that matters most. Happy Diwali! 🪔
What’s more relaxing than a vacation by the pool? Knowing you’ve given your family financial peace of mind. Reach out to build a plan that helps maintain this peace of mind for years to come.
08/05/2025
Meet the Team Tuesday - Jeremy McGrath, Associate Private Wealth Advisor
He's not just a valuable member of our team but also a man of many talents. Engaged and set to marry Katherine in April 2026 — congratulations, Jeremy! 💍 When he's not planning wedding details, you'll find him on the golf course, enjoying the game no matter the score. ⛳️ Plus, did you know he can juggle? 🤹♂️ Jeremy is also a proud University of Georgia alum🐾
We're thrilled to have him with us and can't wait to see all the amazing things he'll continue to accomplish.
Whether it's a mountain retreat or beachfront investment, your second home decision impacts your entire financial picture. Let's make sure it's the right move.
07/15/2025
🎉 Big congratulations to Laura, Kyle, and Jeremy on their well-deserved promotions to Associate Private Wealth Advisors! 🌟 Your dedication, expertise, and commitment have been instrumental in driving success for our clients and our team. We're thrilled to celebrate this milestone with you and look forward to the incredible impact you'll continue to make!
05/27/2025
Meet the Team Tuesday - Chris Hughes, Financial Planning Specialist
Chris is a dynamic member of our team who brings a spark to everything he does! Not only has he survived being struck by lightning, but he also enjoys tying his own flies—even though he hasn't mastered fly-fishing quite yet. 🎣
Outside of these unique hobbies, Chris plays a pivotal role in assisting both our Risk and Wealth teams, with a keen focus on helping Brent work alongside businesses. He's also in the midst of training for his second triathlon. 🏊♂️🚴♂️🏃♂️ Talk about a multifaceted professional!
05/21/2025
In his latest feature, Kyle Brady, CFP®, Financial Planning Specialist shares with Medium how the strength of his support system helped him navigate life after sports and build a career in financial planning.
Read the full article here: http://spr.ly/6187NQLQF
01/22/2025
Our team is the very best! Sozo Private Wealth is honored to be named to Forbes 2025 Best-In-State Top Wealth Management Teams. We are grateful for the trust and confidence our clients place in us and are honored to enable families to dream, define and experience life with purpose.
11/19/2024
Please join us in a few weeks, on January 15th at 10am EST, for a Zoom with Northwestern Mutual’s chief tax lobbyist, Christopher Gahan.
He may be able to help us figure out what it all might mean for tax legislation, policy and the like. At the very least, we hope he can help give us some indication about what to be watching.
Please email our team at [email protected] if you'd like to receive the Zoom link!