Katherine Chin Neill

Umbrella Local Expert

Katherine Chin Neill

Languages

English

Umbrella Local Expert

Roanoke, TX
img +1 (817) 253-1663

About Me

Katherine Chin Neill is a forward-thinking leader with a rare fusion of expertise in Wealth Management, Financial Planning, Digital Marketing, Business Development, and Client Relations. As the founder of Only Chin’s Innovative Solutions, she has redefined business support through a Business Concierge model that provides revenue-building strategies, digital marketing solutions, and a network that connects business professionals for collaborative success.

In her role as Executive Wealth Planner at Aragon Asset Management, Katherine delivers an integrated approach to financial planning, working directly with in-house CPAs to optimize investment strategies for tax efficiency—a distinct advantage often missing in traditional financial advisory services. With over 15 years in financial services and wealth management, she holds Series 6, 63, 26, 7, 66, and Texas Life & Annuities licenses.

A certified Design Thinker from Stanford’s Executive School of Business, Katherine combines strategic vision with innovative problem-solving to empower business owners, their employees, and their families. With a BBA in Entrepreneurship from the University of North Texas, she brings a creative, solution-driven mindset to every challenge.

As a visual thinker and dedicated single mother, Katherine is deeply committed to relationship-building and fostering client partnerships that integrate sophisticated investment strategies with tax-advantaged planning. Her mission is to help business owners achieve success through unity, collaboration, and strategic thinking—driving both personal and financial growth.

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