Phil has been in the financial services industry since 2010. He is a Master Planner Advanced StudiesTM designee, 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. In 2023, he earned the Certified Exit Planning AdvisorTM designation in order to serve business owners better. In 2024, Phil co-founded the Greater Phoenix Chapter of the Exit Planning Institute and currently serves as a Vice President. In 2025, he earned the Certified Kingdom AdvisorTM designation, allowing him to integrate Christian biblical principles into his financial planning and advisory services.
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. He spends his spare time volunteering at church, playing hockey or being in the mountains.