Phil has over 15 years of experience helping clients reach their personal, financial and business goals. With extensive training and knowledge in the banking and financial services industry, Phil takes great pride in getting to know you, understanding your goals and creating tailored solutions that make the complex simple for you and your family.
A native of Belleville, IL, Phil believes in giving back to the local business and non-profit community. He has served on boards for the Violence Prevention Center and the Belleville Public School District #118 Educational Foundation. Selected by the Chamber of Commerce, Phil is a graduate of Leadership Belleville and is a past President of the Belleville chapter of Business Network International (BNI).
Phil is an Accredited Asset Management Specialist (AAMS) and is currently pursuing his CFP® designation. 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 Championships and earning Academic All-American honors.
Phil and his wife, Sarah, live in St. Louis, MO with their dog, Looper. Their interests and hobbies include golf, travel, food, wine and theater.