W. Birke McNeill

Birke is one of the founding partners of Innovative Financial Solutions, LLC, where he works with clients to establish a financial plan and specializes in long-term investment strategies, retirement income planning, estate planning strategies, and implementing insurance planning. Helping clients work towards a goal of financial independence is what Birke values about his client relationships. He enjoys helping clients create, implement, and monitor a long-term financial plan.

Birke started his career in 1999 with a small broker-dealer and financial planning firm that was later acquired by LPL Financial. Through his partnership with LPL, he is able to educate his clients on how to become financially independent and establish long-term relationships with them. He enjoys his career because often times, he works with clients multi-generationally and enjoys seeing their hard work pay off. Birke graduated from Appalachian State University and holds his FINRA Series 7, 6, 63, and 65 securities registrations held with LPL Financial and his life, health, disability, and long-term care insurance licenses.

When not in the office, Birke enjoys running, biking, playing guitar and spending time with his wife and daughters. He is also a past Board Chair of J. Smith Young YMCA in Lexington and an active member of First Presbyterian Church of Lexington, where he serves as a middle school youth group leader.