Phil spent 9 years on active duty In the U.S. Marine Corps before entering the wealth advisory industry in 1992. Over his time in the Marines Phil was involved in logistics, budgeting, and asset management for U.S. Marine Corps Aviation Units. During this period Phil honed his fiscal and budgetary skills.
After exiting the Marines Phil became involved in the Wealth Advisory Industry and quickly moved up to mid and upper management for large midwestern firms. In this management capacity he was involved in designing wealth plans, advising, and training other financial advisors.
In 1998 Phil decided that he would be of the most service advising retirees and soon to be retirees directly and opened in own independent firm where he would be free to offer wealth advising based upon the client and not the company’s needs.
After over 3 decades in the industry Phil brings his unique experience to design and manage the wealth of retirees and soon to be retirees. In every design that Phil brings to the table he includes the many years of acquired knowledge in estate planning, financial taxes, and wealth creation and protection.
Phil hosts his own wealth planning television show and is a national speaker, sharing wealth planning strategies with thousands of individuals through seminars and educational events.
Phil’s hobbies include Aviation, beach time, weightlifting, family time, and fishing.