Meet Our Team

With more than 40 years of experience in the financial services industry, Neil has built his practice on trusted relationships, thoughtful financial planning, and a commitment to helping clients make informed decisions with confidence. He works closely with individuals, families, and business owners to navigate important financial milestones, develop long-term strategies, and pursue their financial goals with clarity and purpose.

Neil believes successful financial planning is about more than numbers. It begins with understanding each client's unique circumstances, values, and aspirations. His approach emphasizes personalized guidance, ongoing communication, and a long-term perspective designed to help clients feel confident about their financial future.

Raised in Piscataway, New Jersey, Neil is the oldest of three children. His mother immigrated from Scotland at the age of 16, and his paternal grandmother came from Norway. Their journeys instilled in him resilience, adaptability, and a deep appreciation for hard work and perseverance. He attended the New Jersey Institute of Technology, where he formed lifelong friendships as a member of Pi Kappa Phi.

In 2022, Neil and his wife, Robyn, relocated to Wilmington, North Carolina. Robyn is a clinical therapist in private practice specializing in adolescents. Married since 1987, they are proud parents of three accomplished daughters. Samantha, a graduate of DePaul University, works as a production manager in reality television. Kirsten, a graduate of North Carolina State University, serves as Vice President of Marketing and Digital at Caraway. Pamela earned her undergraduate degree from the University of Rhode Island and her master's degree from Hunter College. Following in her mother's footsteps, she is a clinical therapist in private practice specializing in adults with late-diagnosed ADHD. In 2025, Neil and Robyn welcomed their first grandson, adding a joyful new chapter to their family's story.

Community involvement has always been an important part of Neil's life. He is a Past Master of the Nutley Freemasons and previously served as President of the Nutley Family Service Bureau, a longstanding organization dedicated to providing mental health counseling and food assistance to local families.

Today, Neil enjoys serving clients throughout Wilmington and beyond while remaining active in his community. Outside the office, he enjoys golfing, playing board games, and cooking for family and friends. These pursuits reflect the same values that have guided his career: connection, lifelong learning, and investing time in what matters most.

Travis Guerry, CFP®, works alongside Neil at Fortress Financial to help individuals and families navigate their financial lives with confidence. He is committed to building long-term relationships and delivering personalized wealth management and financial planning solutions tailored to each client's unique goals and circumstances. Travis enjoys helping clients connect the various pieces of their financial lives—from investments and retirement planning to tax and estate planning considerations—into a coordinated strategy designed to support their long-term objectives.

Travis holds his Series 7 and Series 66 registrations, as well as Life and Health insurance licenses. He earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, demonstrating advanced knowledge in retirement planning, investment management, tax planning, insurance, and estate planning.

A Wilmington, North Carolina native, Travis is proud to serve clients in the community where he grew up. He graduated from NC State University with a degree in Business Management and a minor in Economics. Travis takes pride in being approachable, detail-oriented, and helping clients feel comfortable and informed as they work toward their financial goals.

Travis and his wife, Kirsten, live in Wilmington with their son, Cooper, and their rescue dog, Jax. Outside of the office, Travis enjoys spending time with his family, playing guitar, visiting the beach, and cheering on NC State Wolfpack athletics. He is also a Carolina Hurricanes fan and was thrilled to see the team capture the 2026 Stanley Cup.