With over 28 years of experience in the financial services industry, Philip is passionate about helping individuals and families build confidence in their financial future. As an Investment Advisor, he believes that great advice starts with listening. By taking the time to understand each client’s goals, values, and aspirations, he develops personalized wealth plans and investment strategies that help them navigate life’s opportunities and milestones with confidence.

Philip holds the Personal Financial Planner (PFP®) designation and is committed to providing thoughtful, tailored advice while continuing to grow both professionally and personally. He takes pride in building lasting relationships based on trust, open communication, and a genuine desire to help clients achieve what matters most to them.

Outside the office, Philip enjoys giving back to his community by coaching volleyball, where he loves mentoring young athletes and helping them develop confidence, resilience, and teamwork. He also enjoys spending time on the golf course with family, friends, and clients, appreciating both the challenge of the game and the relationships it fosters.

Whether working with clients to plan for retirement, grow their wealth, or prepare for the next chapter of life, Philip is dedicated to providing guidance and support every step of the way.