Phil has over 15 years of experience helping clients reach their personal, financial, and business goals. With extensive training in the banking and financial services industry, Phil takes great pride inconsistently communicating with our clients, understanding their goals and creating tailored financial plans that take the complexity out of investing.
A native of Belleville, IL, Phil continues to give back to the local business and non-profit community. He serves on boards for the Violence Prevention Center and the Belleville Public School District #118Educational Foundation. Selected by the Chamber of Commerce, Phil is a graduate of Leadership Belleville and a past President of the Belleville chapter of Business Network International (BNI).
Phil is an Accredited Asset Management Specialist (AAMS). He earned a Bachelor of Business Administration degree in Finance from the University of Mississippi while leading the men’s golf team to two NCAA Division I National Championship appearances and earning Academic All-American honors.
Phil and his wife, Sarah, reside in St. Louis, MO with their two dogs. His hobbies include competitive golf, travel, food and wine.