Phil works with his clients in developing goal-based investment plans and managing tactical asset allocation strategies. Through diligent research and commitment to objectivity, he develops and oversees investment plans to address each client's unique situation. Phil applies his broad knowledge of products and wealth building strategies only after gaining a thorough understanding of the objectives an investor expects to achieve. He works with affluent households, those ambitious in the pursuit of becoming financially independent, and clients who value proactive service with integrity and full disclosure throughout the planning process.
Phil has been in the financial services business since 1997 and is a licensed securities representative, investment advisor representative, and life insurance agent.
In 1981, Phil graduated from the University of Pennsylvania - Wharton School with a Bachelor of Science in Economics. Prior to entering the financial services business Phil worked as a business development manager for a North American manufacturer of interior building products.
Phil and his wife Eileen reside in Whitefish Bay, Wisconsin where they raised two sons who are now productive members of the workforce.