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Meet Our Team:

 

Jason

Jason Neal, CFP®, AIF

Combining more than 19 years of industry experience with a client-centered approach to financial planning, Jason offers specialized advice and customized guidance.

Jason holds series 7 and 66 securities registrations, as well as Life and Variable Annuities licenses and is a CERTIFIED FINANCIAL PLANNER TM.  He also provides Long-Term Care Insurance and business retirement plans, including SIMPLE, SEP and 401(K) plans. Jason is a graduate of Augusta University and is a registered representative of LPL Financial.

Jason is a partner his clients can trust to be there every step of the way.

Shannon

Shannon Neal, CFP® AIF

Combining more than 20 years of industry experience, Shannon puts her knowledge to work for you. Her personalized, one-on-one approach and attention to detail can help you build the portfolio that’s appropriate for your financial needs and goals.

Shannon holds series 6, 7, 63 and 66 securities registrations with LPL Financial and is a CERTIFIED FINANCIAL PLANNER TM. Holding an insurance license, she can provide access to Long-Term Care and Life Insurance as well as Fixed and Variable Annuities. Shannon also provides business retirement plans including SIMPLE, SEP, and 401(k) plans. Shannon is a graduate of the University of Georgia and is a registered representative of LPL Financial.

Shannon offers knowledge and expertise to help you map out a plan for your financial future.

Cory

Cory Cooper, Operations Manager

Cory Cooper, originally from Waynesboro, GA, attended Valdosta State University graduating with a degree in Public Relations.

She began her career in finance with Raymond James as a Sales Assistant in 2014.  She decided to make the move to work for her mother, Shannon Neal in 2015 and joined Jason in 2016.

Cory serves as the Operations Manager for Hazelcreek Wealth Partners and focuses on delivering an exceptional client service experience.  She takes pride in putting the client at ease and helping to make sure they know they are taken care of to the best of the team’s ability, quickly and efficiently.

Outside of work Cory enjoys spending time with her dogs (Scottie, miniature schnauzer & Stolli, black lab) riding the golf cart, going to the lake, and spending time with friends and family.

Cory is an associated person of LPL Financial.