Team profile

Personalized advice to help you achieve your goals

Your financial goals are individual, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, we can help you feel confident, connected and always in control of your financial life. Sign up for a complimentary initial consultation.

Areas of focus

  • Retirement Planning Strategies
  • Small Business
  • Investment Management
  • Saving for Education
  • Charitable Giving
  • Retirement Income Strategies
  • Divorce Financial Planning
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Christian Financial Strategies
  • Sustainable and Responsible Investing
  • Women's Financial Strategies

Awards & recognition

  • Wellspire Financial Group, Ameriprise Client Experience Award, 2021, 2022
  • Eddie McNeal, Ameriprise Circle of Success, 1991, 1993, 1995-1996, 1998-1999, 2001, 2003-2007, 2009, 2013-2015, 2017-2022
  • Eddie McNeal, Ameriprise Circle of Success Diamond Ring, 2009

Community participation

We enjoyed volunteering with Starkville Strong on Ameriprise's National Day of Service 2023
We enjoyed volunteering with Starkville Strong on Ameriprise's National Day of Service 2023

We are excited to partner with Junior Auxiliary of Starkville as a Downtown Drawdown Event Sponsor. The Junior Auxiliary of Starkville is group of women dedicated to providing volunteer service and community service in support of the welfare of local children and families.

Honored to receive recognition

All of us at Wellspire Financial Group are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Wellspire Financial Group team and the great experience we work so hard to provide for our clients every day.

The Ameriprise Client Experience Award is earned by a practice based on three measurable statistics that reflect the value of goal-based advice to our clients: client experience rating; percentage of clients over a certain asset level in advice relationships; and, once the practice has exceeded a minimum amount of net flows, the percentage of net flows derived from assets under management.

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