Stephen Neubig

Stephen Headshot

Stephen Neubig

Client Service Associate


I grew up in Annandale, VA just outside of Washington D.C. I graduated from Virginia Tech in December 2013. I relocated to Raleigh in 2018 with my wife, Taylor, and now have two daughters, and our Goldendoodle, Cooper.

In my free time, I enjoy cheering on my Virginia Tech Hokies, working on house projects, and exploring new activities in Raleigh with my family.

As a Client Service Associate, I assist clients with account issues and onboarding. I’m most excited about financial planning for the opportunity to assist clients in achieving their financial and life goals.


  • Bachelor of Science in Marketing Management, Minor in International Business
    Virginia Tech


  • Financial Planning Association

Personal Points:

Can’t Be Interrupted When:
Virginia Tech Football is Playing

Favorite Raleigh Restaurant:
Poole’s Diner


Favorite Brewery:
The Funkatorium | Asheville

Favorite Vacation Spot:
The Lake

Best BBQ:
Backyard BBQ Pit

Most Fascinating City:
Vis, Croatia

Don’t Mind Getting Lost In:
Any Financial Planning Book