Phil is passionate about the impact that personal finance can have through serving individuals and families. As a Wealth Advisor, Phil guides clients through creating detailed financial plans, navigating budgets, maximizing employee benefits, and providing investment research and portfolio support. As Director of Business Development, Phil coordinates growth opportunities and community involvement for the firm. He is a CERTIFIED FINANCIAL PLANNER™ Professional, holds the Series 65 license and serves as a member of our Investment Committee. These are just a few of the skills he performs as he assists our clients with thoughtfulness and detail. Phil earned his master’s degree in Financial P