Justin David Neal, CFP®, MSFS, ChFC®, CLU®, CASL®

Wealth Management Advisor

Staff

Team photo

Justin Neal is privileged to have a team of professionals who provide excellent client care at every level. Together they are successfully serving each client with their questions, concerns and needs. They stand committed to providing the best customer experience possible. If you have a problem or need assistance at any time, please let them know.

 
Kyle Wilson

Kyle Wilson, CFP®, WMCP®, RICP®, ChFC®, CLU®

Director of Wealth Management Services
Office 770-246-8472

Born and raised in Georgia, Kyle attended Justin Neal's alma mater, Berry College, where he earned his BS in Business Management.  Kyle met his wife, Julie, during his time at Berry where they both competed on the Berry College swim team and enjoyed their time on the world's largest college campus. In early 2021, Julie and Kyle were blessed with a daughter, Laurel, who has become the center of their world!

Outside the office, Kyle and Julie enjoy working together in their professional photography business or enjoying the outdoors camping, backpacking, whitewater kayaking, offroading, hunting, or doing anything with Laurel.

Kyle joined Justin Neal's team in 2013, and as an Associate Wealth Management Advisor is fully licensed to handle any of our client needs.  These days, Kyle's role is split between running our most complicated planning engagements and ensuring that the team runs efficiently and effectively.  Kyle has extensive training in Fee-Based Planning and other topics and holds the following designations:

  • CERTIFIED FINANCIAL PLANNERTM

  • Wealth Management Certified Professional ®

  • Retirement Income Certified Professional ®

  • Chartered Financial Consultant ®

  • Chartered Life Underwriter ®

  • Chartered Advisor for Senior Living ®

 
Katy Ann Kingston

Katy Ann Kingston, CLTC®

Insurance Coordinator
Office 770-246-8478

Katy joined Justin Neal's team in 2015 and quickly became an indispensable part of our operations.  As our Associate Financial Representative, she holds a Georgia Life, Accident and Sickness insurance license and assists our clients with insurance-related questions.

Katy focuses on the insurance, client service and client engagement aspects of our practice.  She has extensive experience with customer relations and strives to provide the highest level of service to all of our clients.  Katy also holds the following advanced designation:

  • CLTC® (Certification in Long-Term Care) 

How can Katy help you?

  • Answer questions concerning your Northwestern Mutual insurance policies

  • Guide you through the process of obtaining insurance coverage

  • Provide answers and guidance on medical screenings and other application requirements

  • Efficiently process insurance servicing requests, such as:

    • changing beneficiaries or owners of policies

    • updating bank accounts or addresses on file

    • issuing or repaying policy loans

  • Respond to issues with online account access

 
Ricky Yang

Ricky Yang

Investment Operations Manager
Office 770-771-0600

Ricky joined Justin Neal's team in 2017 and helps to run the day-to-day operations for our investment practice.  As an Associate Wealth Management Advisor, he is fully licensed to serve all of our client needs.

Ricky focuses primarily on the investment and client service aspects of our practice.  He has extensive experience in customer service and works hard to serve our clients at the highest level.

How can Ricky help you?

  • Guide you through the process of establishing and funding investment accounts

  • Efficiently process trade and asset movement requests

  • Assist with charitable contributions, year-end gifting, or IRA contributions

  • Aid in 401(k) and retirement account rollovers and consolidation

  • Help to modify investment account contributions or distributions

  • Respond to issues with online account access

 
Jon Rhodes

Jon Rhodes, CLTC®

Associate Wealth Management Advisor
Office 770-771-0607
Mobile 770-241-0957

Born and raised in Atlanta, Jon attended Covenant College where he was selected as a Maclellan Scholar for leadership and academic excellence.  While earning his degree, Jon played on the golf team and met his wife, Kate.

Outside the office, Jon enjoys playing golf recreationally, fishing, hiking, and spending time with family and friends.

Jon joined Justin Neal's team in 2019 and as an Associate Wealth Management Advisor, Jon is fully qualified to serve all of our clients' needs.  Jon serves as point of contact for many of our client households and works to cultivate and grow new client relationships.  Jon also holds the following advanced designation:

  • CLTC® (Certification in Long-Term Care) 

How can Jon help you?

  • Answer questions concerning your Northwestern Mutual investment accounts or insurance policies
  • Process alterations to your planning goals

  • Explain your personal planning analysis

  • Provide tax basis and year-end tax reporting information

  • Guide you through the process of establishing and funding investment accounts

  • Facilitate charitable contributions, year-end gifting, or IRA contributions

 
Josiah Daniel Vega

Josiah Daniel Vega

Associate Wealth Management Advisor
Office 770-246-8350

Born and raised in Southern California, Josiah attended Hillsdale College in Michigan, receiving his BA in history and minoring in political science.  After graduating from Hillsdale, he moved to Georgia in 2016 to work in fundraising for a local non-profit.

Josiah enjoys volunteering, where he met his future wife, Sarah, and his church home, New City Church.  For fun, he follows the NFL all too closely (Go 9ers!) and is learning to become more of a Georgia/Atlanta sports fan (Go Dawgs!).  He also reads theology, history, and fantasy novels as well as plays a little guitar in his spare time.  

Since joining Justin Neal's team in 2020, Josiah stewards many of our client households and works to cultivate and grow new client relationships.  As an Associate Wealth Management Advisor, Josiah is fully licensed to handle both the insurance and investment needs of our clients

 

Kyle Brady

Financial Planning Associate
Office 770-246-8350

Born and raised in Georgia, Brady studied exercise science at Kennesaw State University where he was a first-generation graduate!  He also competed as a 3-year collegiate athlete in baseball before attending KSU.  At some point along the way, Brady realized that his passion to help people was better applied through finance than through exercise science and physical training.

Brady enjoys doing service projects through Passion City Church, competitive activities and everything outdoors.  He is also is lifelong Braves, Georgia football and Falcons fan (regardless of if we win or lose). He is also a first-generation college graduate and strives to continue doing great things alongside Northwestern Mutual.

Since joining Justin Neal's team in 2021, Brady is working to steward client households and to cultivate and grow new client relationships.

 
Elizabeth B Julian

Elizabeth B Julian

Marketing and Client Relations Manager
Office 678-756-8822

A Georgia native, Elizabeth attended Furman University in South Carolina before settling back into the Atlanta area.  She and her husband, Mark, have three sons--John, Adam, and David--and a dog named Fenway.

She enjoys tennis and exercise, cooking and entertaining, volunteering in her community, school and her church.

Elizabeth has been a member of Justin Neal's team since 2009.  As our scheduling assistant, Elizabeth enjoys interfacing with our clients, and is always eager to ensure that our team accommodates and communicates well with those we serve. 

How can Elizabeth help you?

  • Elizabeth can help you by scheduling and confirming your appointments with Justin

  • Elizabeth enables the team to function smoothly and efficiently

 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck