Broker Check
ERICA NEAL*

ERICA NEAL*

Financial Advisor

Highlights:

Hometown: West Texas (Midland/Odessa)

College: University of Texas of the Permian Basin, BA in Finance

Work Experience: financial professional for independent broker and AXA

Family: Husband Austin, daughter Kylie (9), daughter Kinley (3), dog Reggie (11)

Hobbies: coaching her daughter’s sports activities, working out, Sangria Thursday’s at the winery

Favorite quote: “Be the best version of yourself, knowing you did your best.” – John Wooden’s definition of success

Food/Restaurant: Applebee’s ½ price appetizers, Cantina Laredo – She love’s Mexican food!

Areas of business focus: She aims to serve those who serve others (teachers, nurses, police, firemen) – her family all consists of teachers, nurses, or firemen. In a personal way she sees the hardship and sacrifices in those fields of work and she wants to give back to them.

Business Focus: Pensions

 

Why IFG?  She left a large box firm because she felt limited to the products of that company to serve every client. But every client is not the same and their needs are different. At IFG she feels freedom to help her clients with more well-rounded strategies. She also enjoys the technology at IFG which is able to provide strategies based on projections. IFG does not sell the latest and greatest product with unrealistic projections, but rather uses technical tools and holistic strategies to help their clients make a realistic strategy to reach their financial goals.