Neil Teubel, Balasa Dinverno Foltz, LLC, December 16, 2014

Neil Teubel MS, CFP®

Wealth Manager    

Email

Why did you choose to be part of the BDF team?

It’s rare to find a firm that has the wide ranges of expertise that BDF provides and the opportunity to tap these resources at anytime in order to deliver the best solution for the client. Whether it’s a business owner with a complex estate planning issue, an executive with concentrated stock and options, or a widow or divorcee who may need emotional and technical support, our team has an expert to consult.

What do you enjoy most about being a part of the BDF team?

Nothing at BDF is swept under rug. The culture is foundationally built on honesty and genuine, passionate service for our clients. In a service industry where client satisfaction is key, having the tough conversations and admitting mistakes to clients even when there is no cost to them is unique.

What do you enjoy most about your role at BDF?

Meeting with clients and constructing tailored solutions for each client’s financial concerns. Many of the issues we help solve for clients are both financial and emotional – whether it be passing family values around money to the next generation or ensuring  a spouse or kids have a trusted team to turn to if something were to happen to them.

Why did you choose to get involved on the Financial Planning Committee?

I chose to be a part of the financial planning committee to keep our firm on the cutting edge of planning for our clients. While the foundation of BDF’s planning remains consistent – “Helping people make sound decisions to enjoy a full life,” the outside variables like income tax code, estate tax law, and risk management solutions are consistently changing. The FPC provides the challenge and opportunity of continued learning that leads to meaningful change in BDF’s on-going financial planning.

Where can we find you when you’re not working?

Either on the Golf course or renovating old houses. A lot of what attracted me to financial planning exists in these two aspects of my life. Attention to detail, patience, planning and hard work are essential to all three.