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About Us

Chris Neufeld

Chris Neufeld

Founder

Chris founded Neufeld Capital Management in 1993, less than a year after ending his time in the United States Marine Corps. Over the past 27 years, Chris has built his practice on integrity, building relationships and a passion for people. As an independent advisor, Chris believes it is essential to take a holistic view of your entire financial picture in order to find the best path to a successful financial life and retirement. To do this, Chris applies his broad range of expertise to bring together all aspects of a financial plan. Chris has always been guided by the core value of doing what’s best for his clients and is committed to providing excellent service while developing lasting relationships built on security and trust.

Away from the office, Chris has always been active in sports and the outdoors. Chris and his son Trevor have made over 15 father-son trips to the Boundary Waters Canoeing Area, a wilderness area on the border of Northern Minnesota and Canada. He also loves camping with his family and has decades of memories hauling a camper and kids across many parts of Wisconsin and beyond. Chris enjoys playing golf, hunting, woodworking and never passes on an opportunity to spend quality time with his family and friends.

 
Trevor Neufeld

Trevor Neufeld

Advisor

Having grown up in a financial advising household, Trevor is familiar with what it takes to be a true resource and advocate for his clients’ financial well-being. Beginning his career as a Case Design Specialist with Gradient Financial, Trevor partnered with over a dozen advisors in building financial plans for their clients. This gave him the unique opportunity to understand financial planning from a variety of perspectives. He launched from this experience and began his practice in financial advising with a firm in Minneapolis, MN. Working his way up from a Paraplanner to a full-time Financial Advisor, Trevor came to love the process of meeting new people and being able to provide a holistic financial plan that brings peace of mind and assurance that the retirement his clients hope for is achievable.

As an advisor with Neufeld Capital Management, Trevor brings a comprehensive approach to financial planning that is built on the foundation of understanding each client’s needs and goals. He understands the importance of securing your retirement and ensuring you can rest easy, knowing you have a committed advisor actively working for your future.