Phil founded Financially Speaking, Inc. in 1991 and directs the Investment Committee and all operations. He also plays a crucial role in initiating and maintaining client relationships and is a key contact for client referrals. Phil believes firmly in the value of ongoing, financial education for the benefit of his clients and shares his expertise by conducting seminars on financial topics. He has earned the professional CERTIFIED FINANCIAL PLANNER™ and Certified Management Accountant certifications and has published a financial article in Morningstar’s 5 Star Investor. Phil received his B.S. in Mechanical Engineering and an MBA in Finance from the University of Oklahoma.