Biography of Neil Mahoney
PERSONAL MISSION
To help special needs families, people with disabilities, and people supporting the disability community use their money and other resources to enjoy a fulfilling life and build a better world.
BACKGROUND
Born and raised in Heber Valley, Utah
Twin sons with cerebral palsy, autism, intellectual disability and developmental delays
Bachelor Degree from Brigham Young University and M.B.A. from Georgia State University
Professional Credentials:
Certified Financial Planner professional (CFP®)
CAREER HIGHLIGHTS
Began career in accounting at a small family business and became CFO of an engineering firm
Became COO for a wealth management firm and assisted with its merger into Modera Wealth Management
Founded ABW Wealth Advisors in 2012 and later began focusing on serving families with members with special needs
KNOWLEDGE SHARING
Delivered personal financial planning presentations to multiple non-profit organizations
Leader of the Salt Lake City NAPFA Study Group
Pro Bono Chair for the Financial Planning Association of Utah-Idaho
Treasurer for the 2019 National Convention of the National Model Railroad Association (NMRA)
OUTSIDE OF WORK
Married for 27+ years to Rebecca Mahoney
We have three children
I enjoy playing table tennis and the piano
I have been involved with model railroading since childhood and am enamored of both model and real trains. I am one of the few people in the world who shouts, “Yes!” when having to stop for a passing train at a railroad crossing.
SPECIAL NEEDS MEMBERSHIP & LEADERSHIP
Member of the Academy of Special Needs Planners, NAPFA Special Needs MIX Group member,
Board Member of Bear-O-Care, a non-profit day support program for people with multiple disabilities,
Advisory Board Member of Utah Parent Center, an educational non-profit supporting families with special needs members