Before embarking on his journey into the realm of financial services in 1992, Phil dedicated nine illustrious years to the U.S. Marine Corps, including a pivotal deployment to Saudi Arabia for Operation Desert Shield/Storm during the fateful years of 1990-1991. Within the ranks of the military, he successfully managed multimillion-dollar budgets for the Marine aviation program, honing his skills in fiscal stewardship.

Upon transitioning from his noble service, Phil pursued the arcane arts of business, delving deep into the studies of accounting and budgeting. His talents quickly shone through in management at a prominent Midwestern enterprise, where he trained aspiring financial advisors and guided seniors on their path to retirement. Yet, Phil soon recognized that to truly serve retirees in the manner they deserved, he must chart his own independent course.

For over three decades, Phil has devoted himself to aiding retirees and those nearing the golden years in the art of wealth management and preservation. His financial wisdom often graces the airwaves and illuminates retirement seminars, where eager minds gather to glean his insights.

Recently, Phil unveiled his first book ‘I’ve Retired Hundreds of Times (How I Can Help Clients Navigate Confident Retirements)’, a treasure trove of knowledge that offers:

• Strategies to help transform retirement anxieties into steadfast confidence
• Insights for unearthing vulnerabilities within your retirement plan
• Tips on how even the slightest adjustments to your retirement strategy can yield noticeable enhancements

Phil confronts the daily challenges faced by retirees with forward-thinking strategies that inspire confidence and address their unique needs.

“I provide fresh perspectives on asset management,” he declares. “My mission is to mitigate financial risks while empowering individuals to pursue their aspirations with unwavering confidence in their retirement plans. By crafting strategies to address specific challenges, we strive to illuminate the pathways towards meaningful outcomes.”