President / Senior Portfolio Manager
Investment Adviser Representative
For more than 30 years, Phil has been dedicated to helping
retirees and soon-to-be retirees manage and protect their wealth. He frequently shares his financial guidance on the Lowcountry Money Talk TV show. You can watch his show on WHHI.
Phil takes unique approaches to topics that retirees deal with daily. “I bring fresh perspectives to asset management,” he says. “I strive to minimize financial risk while helping people reach their goals with full confidence in their retirement plans. If we can develop strategies to address specific issues, we will solve the problems.”
Before starting in financial services in 1992, Phil served on active duty in the U.S. Marine Corps for nine years, including being deployed to Saudi Arabia for Operation Desert Shield/Storm in 1990-1991. During his service, he was responsible for multimillion-dollar budgets for the Marine aviation program.
After leaving the military, Phil went to business school and studied accounting and budgeting. He quickly found success working in management for a large Midwestern company, training advisors to work with and prepare seniors for retirement. Becoming a sought-after national speaker on retirement issues, he traveled the U.S. speaking at various events.