Though some may see Wealth Management Specialist as a designation for what they do professionally, Phil takes personally his role and responsibility to help individuals and their families plan for their financial futures. It is this comprehensive, solution focused approach, delivered with personal attention and a commitment to his clients’ best interests, that sets Phil apart.
Phil is dedicated to establishing deep and valued relationships with you and your family. He will tell you when it comes to financial planning it’s more than portfolio management. That’s why over the years he has developed specialized knowledge of retirement planning, life insurance, college savings plans, and helping clients with special needs.
As your life and your needs evolve, so will your vision for the future. Phil will be with you every step of the way helping provide you with solutions you need to make informed decisions, based on realistic expectations.
Phil joined Raymond James in 2006 after 16 years as an Area Manager with Ferrellgas Partners. He resides in Perry, MI with his wife Lorrie. He and Lorrie are the proud parents of their adult children Alex and Hayley. Phil and Lorrie are proud supporters of their local First Robotics team the Perry High School Rambots, along with the St. Mary’s Food Pantry located in Flint, MI. When it’s time to relax, they enjoy spending time outside on their property and driving their UTV.
Raymond James is not affiliated with the above organizations and/or charitable causes.