Phil has provided a wide range of Financial and Retirement Planning services for more than 30 years. His longevity and commitment to quality Financial Planning have allowed him to work with multiple generations within the same family.
He works closely with each client to provide detailed plans and guidance on diverse areas, such as portfolio management, asset protection through insurance strategies and estate planning.
Phil is a CERTIFIED FINANCIAL PLANNER™ professional. He has a Bachelor of Science degree from James Madison University and a Master of Science in pharmacy from the University of Houston.
Originally from Springfield, Virginia, Phil currently resides in South Florida. He and his wife Carolyn, have two sons, Austin and Andrew. His pursuits beyond business and family include scuba diving, cooking, gardening and giving back to his community through his involvement in various local organizations.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.