A CPA and Certified Financial Planner, Scott concentrates his service in the areas of estate, retirement and investment planning. His focus is on developing plans for housing seniors, financing advanced age, coordinating healthcare, and leaving a legacy. He holds both a Master of Business Administration and a Master of Divinity. A sought-after speaker, Scott is a member of the National Association of Personal Finance Advisors, [NAPFA] and the Financial Planning Association [FPA]. He is also proud to be a Rotarian and lives the Rotary motto of “Service Above Self.”

A CPA, Certified Financial Planner, and Personal Finance Specialist, Jerry chairs the investment committee and performs the monthly analysis of the firm’s unique mutual fund upgrading strategy. He has a broad base of experience in the financial services industry with a focus on the tax and financial planning issues of small business owners and executives. He holds a bachelor’s degree from Bellarmine University. He is a member of the National Association of Personal Financial Advisors, the Financial Planning Association, the American Institute of CPAs, and the Kentucky Society of CPAs.

Chris Saccomanno is a Support Advisor at D. Scott Neal, Inc. He has a wide range of experience including insurance, banking, consumer and business lending, entrepreneurship, and real estate. Chris is a Certified Financial Planner.

After graduation with a BS in Physics from the University of Miami, Chris served in the US Air Force during the early days of the Global War on Terror as a Science and Technology Advisor to the intelligence community. Upon completion of his military service as a Captain, Chris started his own business in Florida to help small business ventures in finding sources of capital funding.

Chris joined D. Scott Neal, Inc . to help clients improve and enjoy their quality of life by creating and implementing personalized financial plans.

As a dedicated runner, Chris ran the Chicago Marathon in 2011. He is a huge sports fan and loves Miami (FL) football and UK basketball.

A Certified Financial Planner™, Michael (Mike) joined D. Scott Neal, Inc. as an experienced financial planner to become the firm’s coordinator of financial planning. He works closely with our advisors to produce financial plans aimed at enabling each client to improve his or her quality of life. Mike has a great combination of signature strength for filling the role of Financial Planning Specialist. He is a natural learner and backs up what he learns with solid analytical talent. He holds a master’s degree in Financial Planning from the University of Georgia to complement his Bachelor of Science in Finance and Management from the University of Kentucky.

He has been described by colleagues and clients as intellectually curious, resilient, diligent, friendly, easy going, and devoted to his family. It has been said that challenges are puzzles to him; he will use them as opportunities to grow.

Prior to his career as a financial planner, Mike distinguished himself as an airman in the United States Air Force and took part in Operation Iraqi Freedom. Mike lives in Winchester, Kentucky and enjoys spending time with his wife, Jess, and their four children.

Rachel Gandham has been a part of the firm since 2008. She is the chief liaison between clients and custodians, which include Schwab, Ameritrade, TIAA, and Fidelity.

Scott Neal describes Rachel as possessing an uncommon attention-to-detail matched by an unparalleled dedication to client service. Scott adds, “She is a get-it-done kind of person. When I checked her references, they all said the same thing, ‘Great attitude and near-perfect execution, every time.”

Before joining the firm, this Michigan native was a marketing assistant for a real estate office and worked as an insurance claim adjuster for 10 years. Rachel is well-versed in writing, estimating, auditing, technology and organization.

Rachel completed the Associate in Claims Program through the Insurance Institute of America. She enjoys cooking, reading and traveling.

At D. Scott Neal, Inc., Mary Ellen Furlong helps clients with account set-up and maintenance. She also works with accounts payable, accounts receivable, and other firm functions.

A Louisville native, Mary Ellen came to D. Scott Neal, Inc. in 2008, after spending more than 15 years working for local arts organizations. Most recently she was a curator of exhibitions at the Kentucky Museum of Art and Craft. For eight years Mary Ellen served as a free-lance writer for Business First newspaper in Louisville, where she won several awards from the Society of Professional Journalists.

Mary Ellen graduated Cum Laude from Bellarmine University in 1986, with a double major in fine art/painting and business administration. In her spare time she continues to paint and to be involved with the local arts community in various ways. She has served as a judge for various art events, including the Belgravia Court portion of the St. James Court Art Show.

Casey Dever is driven by a strong desire to provide clients with the best service possible. Excellence, not average is her measure of success. She has been with the firm for over six years now and assumes many responsibilities throughout the firm. Her primary role being the firm’s Administrative Assistant and Data Manager. In addition, she assists Jerry in his role as Chief Compliance Officer.

Before joining the team in February 2011 she spent eight and half years working with a group of pediatric cardiologists, where she was promoted quickly and trained in every aspect of the office functions. During that time, she graduated from Sullivan University with an Associate’s degree in Business Management and Administration.

In February 2011, she found D. Scott Neal, Inc. and saw the uniqueness of the firm and its emphasis on the clients. Her adaptability to changing circumstances has been recognized as one of her hallmark strengths.

Casey cherishes spending time with her family and friends. She is an enthusiastic fan of UK college basketball and enjoys long walks and outdoor activities.