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Neil Teubel
Working to be a trusted advisor to clients sometimes 50 years your senior is challenging and requires both analytical and interpersonal skills. A continued dedication to learn is essential as the wealth management industry is constantly changing. Being able to communicate your knowledge to clients in a clear and comprehendible manner is equally valuable.

Profile: Neil Teubel

Alumni
Senior planner

A career filled with a wide variety of clients with unique challenges and planning opportunities makes each day enjoyable for Neil Teubel, a senior planner with Balasa Dinverno Foltz LLC.

Teubel, an Agricultural and Consumer Economics (ACE) graduate in the College of ACES, said the strong foundation of planning and investment knowledge he gained at U of I has helped him build rapport with clients and advance his career.

“Working to be a trusted advisor to clients sometimes 50 years your senior is challenging and requires both analytical and interpersonal skills,” he said. “A continued dedication to learn is essential as the wealth management industry is constantly changing. Being able to communicate your knowledge to clients in a clear and comprehendible manner is equally valuable.”

Of course, the learning has continued as he has transitioned into the profession, Teubel said.

“There was a steep learning curve for processes, technology, and day-to-day client management, but my comprehensive academic background allowed me to add value immediately,” he said.

Teubel was also part of the first class to graduate with a concentration in Personal Financial Planning.

“Since I graduated, the Financial Planning program has become CFP® Board certified, which is an exciting step for the university to become a major player in the expanding personal financial planning profession,” he added.

In addition to his coursework, Teubel was involved in a fraternity, Big Brothers Big Sisters, and two internships – one in banking and trust at Commerce Bank and one as a business analyst for Advanced Technology Services, a manufacturing services provider.
 
“Through each experience, I gained invaluable skills and made great friends,” he said. “Whatever you are passionate about, Illinois likely has a club or opportunity to pursue it. My only regret is not taking advantage of more on-campus opportunities.”
 
“The U of I’s state-of-the-art facilities and diverse opportunities for students make it one of the premier academic programs in the country and unparalleled in the Midwest,” Teubel said. These benefits, combined with personal mentoring and small classes within the ACE department, helped Teubel get the most out of his U of I education.