Neil joined Michael Roberts Associates in 1992 and now serves as the firm’s President. With more than three decades of experience, he brings deep expertise in estate and retirement planning and is known for guiding clients with clarity, empathy, and a steady, grounded approach to planning for the future.
A CERTIFIED FINANCIAL PLANNER® professional since 1994, Neil began his career at the Strauss Agency and Prudential Financial Company in New York City. He holds a B.S. in Economics from Cornell University and currently serves as Chair of the Finance Committee for the Jewish Community Foundation of Syracuse.
Outside the office, Neil enjoys playing tennis, golf, traveling to warm‑weather destinations, and spending time with his family. He and his wife are the proud parents of two daughters, and he recently welcomed his first grandchild, a baby girl who has already brought him a great deal of joy.