Brett Neugebauer in

Brett Neugebauer

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Growth and Development Director at Northwestern Mutual
📍 Cincinnati, Ohio, United States

Brett Neugebauer is a Forbes-recognized Wealth Management Advisor and Growth and Development Director at Northwestern Mutual. A graduate of Xavier University, he specializes in investment portfolios, retirement account optimization, and tax-advantaged strategies for individuals, families, and business owners.

Outside of finance, Brett is a dedicated athlete with a background in collegiate track and field. He competed in the Big East Championships for pole-vaulting and relay races. He continues to participate in endurance events like half-marathons, using them to support charitable causes.

As a freshman at Xavier University, Brett medaled in two different events at the Big East Track and Field Championships.

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Experience
9 Years
Current Role
Growth and Development Director
Job Level
Mid-senior
Location
Cincinnati, Ohio, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Brett cares about

Retirement Planning
He focuses on optimizing 401(k)s, IRAs, and Pensions, and frequently posts advice on managing contribution limits to avoid tax penalties.
Tax-Advantaged Investing
He advises clients on solutions for funding tax-advantaged buckets and educates his network on new savings options for families.
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Career

Work history

6-2023
Growth and Development Director
Northwestern Mutual
5-2017 - 5-2023
Financial Advisor | College Unit Director
Northwestern Mutual
8-2016 - 5-2017
Financial Representative
Northwestern Mutual
In the press

Media appearances

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Education
Bachelor of Science - BS
Xavier University
Education details unavailable
North Allegheny High School
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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