J. Micheal Johnson, CLU, AIF® | micheal@johnsonandgilliss.com
Michael has over 35 years of experience as a “financial coach.” He specializes in Wealth Creation and Planning. Mike has provided specialized business succession planning, lifetime estate planning, and executive benefits planning solutions to small business owners, professionals, and executives throughout his career. Mike’s clients include many of the largest family-owned businesses in Virginia.
Mike has developed a team of highly professional, dedicated associates to provide his clients with objective guidance, comprehensive financial plans, and consistent service. His knowledge of business and financial planning make him a great asset to his clients, as well as a regular speaker at many financial planning events.
Mike received his degree in Business and Economics from Furman University. Currently, he holds the CLU and AIF® professional designations. He also maintains the Series 6, Series 7, Series 63, and Series 65 securities registration through Commonwealth Financial Network as an Investment Adviser Representative.
E. Neil Gilliss, MBA, CFP® | neil@johnsonandgilliss.com
Neil has over 9 years of experience in the financial industry, with a focus in the area of investments. He has provided comprehensive guidance to his clients on targeting their financial objectives in the areas of business succession planning, estate planning, investment planning, and retirement planning. Neil’s financial practice revolves around successful business owners, professionals, and executives in Richmond and on Virginia’s Eastern Shore.
Neil’s primary focus in the practice is investments. He helps the firm’s clients develop prudent investment policy statements that clearly define their goals and objectives. Expertise and cutting-edge technology are then used to develop portfolios while minimizing risk and adding a high probability of success.
Neil is a CERTFIED FINANCIAL PLANNERTM practitioner and has an MBA Business with a concentration in Finance from the University of Richmond. He earned his bachelor’s degree in Managerial Economics from Hampden-Sydney College, where he graduated with honors. He is an Investment Adviser Representative of Commonwealth Financial Network where he holds the FINRA Series 6, Series 7, Series 63, and Series 65 securities registrations. Neil is a member of the National Financial Planning Association, the West Richmond Businessmen’s Association, and the Eastern Shore Chamber of Commerce.
Mike and Neil’s practice delivers a customized level of fee-based financial planning that empowers his clients to make sound financial decisions both today and in the future.