Our firm has the experience to address the most complex and evolving needs of high net worth families. With an enhanced collaborative approach, we’re able to integrate our expertise with advice from professionals such as accountants, tax and estate lawyers, actuaries, pension experts, as well as securities, insurance and mortgage specialists.


 As a father and a business owner, I understand the universal problem of too little time in a day. I take ownership of managing my clients' personal and corporate finances so they can stay focused on what they do best in their business and at home. You have a CFO for your business, you deserve a CFO for your family. 

Neil Mahnke, Principal


 Clients feel comfortable making difficult decisions when they know I've used my experience and knowledge to evaluate the options on their behalf. I take their trust very seriously. As a professional, it’s very motivating to me to be both trusted and relied upon by people I respect. 

Doug Steinburg, Senior Financial Consultant


 When I'm helping clients make decisions I start by quantifying the potential outcomes, so they know I'm offering objective advice with evidence. But I also believe it's important to balance facts and figures with heart. Knowing that they feel good about the outcome is the best part of my job. 

Matthew Lippert, Associate Consultant

Our Leadership

Client Services

Business Development

Corporate Experts

We have access to Advanced Financial Planning professionals who have the knowledge and experience to address even the most complex situations. They are supported by a team of over 20 CPAs, lawyers and other specialists coast to coast. The Advanced Financial Planning team is lead by the following individuals: