With four members representing a combined eighty years of financial planning and investment experience, The Neff Group is not only able to provide the highest level of service and commitment to each and every client, but also the highest level of expertise needed when making the important decisions in planning for the future.
A full-service wealth management group, we can see you through the full cycle of investing, from short-term money management needs to longer-term investment goals such as children's education funding, retirement planning, estate planning and philanthropic giving. Our job is to create a customized portfolio that will meet all of your needs, goals, and wishes.
John E. Neff III, PMP
Senior Vice President - Wealth Management
A native Austinite and
An active member of the community, John is a past president of Travis County Texas Exes and Young Men's Business League (YMBL), founding board member of Wonders & Worries, past senior warden of St. David's Episcopal Church, past leader of Teen Community Bible Study, former member of Leadership Austin, past chairman of the CASA of Travis County Annual Golf Tournament, current core leader of Adult Community Bible Study, current board member of the Children’s Blood & Cancer Center, volunteer for Meals on Wheels and Mobile Loaves & Fishes. In addition, John was appointed to sit on the St. David's Hospital Board serving twenty-three years. A former
AZ, CA, CO, DC, FL, IL, IN, KS, LA, MD, MN, MS, NC, NY, OH, PA, TN, TX, VA, WA
Brad Neff, CRPC®, PMP, AAMS®
Brad graduated from Colorado State University with a degree in finance and real estate and joined The Neff Group in 2005. Brad holds the Chartered Retirement Planning CounselorSM (CRPC®) and Accredited Asset Management SpecialistSM (AAMS®) designation. Brad is also a member of UBS's Portfolio Management Program (PMP) and holds the title of Portfolio Manager. A financial advisor and portfolio manager with the group, Brad specializes in the construction of financial plans tailored to each client's individual needs, including investments, retirement & education planning, and insurance.
Brad has been a long-time baseball coach at Northwest Pony League, where he served as President from 2011 to 2013. Brad serves as Treasurer on the board of Little Helping Hands, is an Associate member of The Bachelors of Austin, volunteers for Meals on Wheels, and is a past committee member of the CASA of Travis County Annual Golf Tournament. Brad and his wife, Liz, have a daughter and a son, Collins and Caleb.
AZ, CA, DC, FL, IN, KS, NC, NY, TX, VA, WA
Greg Neff, CFP®, PMP, AAMS®, CFS®
Greg graduated from The McCombs School of Business at the University of Texas with a finance degree in financial markets and banking, and has been a financial advisor with UBS since 2008. Greg is a CERTIFIED FINANCIAL PLANNER™ practitioner, Accredited Asset Management SpecialistSM and Certified Fund Specialist® designee. Greg is also member of UBS's Portfolio Management Program (PMP) and holds the title of Portfolio Manager. As a CFP® professional and portfolio manager, Greg specializes in investment management. He focuses on a combination of strategic and tactical asset allocation strategies, constructing portfolios using equity and fixed income funds, individual stocks and bonds, ETFs, REITs and MLPs.
Greg is a past president of The Bachelors of Austin and past committee member of the CASA of Travis County Annual Golf Tournament, a current member of the Texas Cowboys Alumni Association, Texas Exes, Texas Fiji Alumni and American Mensa, a volunteer for Meals on Wheels, and has coached baseball at Northwest Pony League since 2009. Greg and his wife, JulieWinn, have a daughter, Grace Kennedy Neff ("Gracie").
AZ, CA, DC, FL, HI, IN, KS, NC, NY, TX, VA, WA
Bertha M. Hutcheson
Client Service Associate
A native Houstonian, Bertha graduated from
Bertha is an active member of the Austin community, volunteering at St. Theresa’s Catholic Church, the Assistance League of Austin, Meals on Wheels, and serves on the Strake Foundation board. She has four children, seven grandchildren, and one great grandchild who all live in Austin.