Phil has been in the financial services industry since 2010.  He is a Master Planner Advanced StudiesTM designee, currently the highest professional designation in the financial services industry.  He earned this in concert with earning his Masters of Science in Personal Financial Planning in 2018.  These studies expanded significantly on the topics he studied while becoming a Certified Financial PlannerTM in 2015.  Phil believes solid financial planning is the result of understanding each person’s unique situation and goals.  He is proud to bring years of study and experience to bear on each interaction and works hard to find thoughtful and innovative solutions to every problem. 

Before working as a Financial Advisor, Phil served two tours in the United States Marine Corps and worked for several years afterward supporting the United States military, both domestically and overseas.  He has lived in every time zone in the country and still loves to travel.  He believes his diverse background gives him the ability to convey any financial topic into everyday language so his clients can make informed decisions with confidence. 

In 2022 Phil married his beautiful wife Carrie.
In his spare time, Phil enjoys playing hockey and enjoying anything outdoors.