Broker Check

About Us

Our Philosophy

Values-Based Mindset
Philip’s #1 focus when working with clients is building trust. The trust his clients put in him and his abilities to advise and guide them is of utmost importance.  Philip believes in taking the team approach where he is a player-coach on the client’s team.  He is there to not only act as coach to help guide the client to financial success but also a player who is there to support their journey.  

Approach to Planning
Philip takes a holistic approach to financial planning.  He works to understand his client’s objectives and helps them navigate the most effective options that are available to achieve those goals.  

Extensive Industry Knowledge
Given his experience, Philip has the ability to unlock opportunities for his clients by (1) knowing, broadly, what is available across the industry and (2) simplifying even the most complex tools so his clients fully understand their options.

Building trust is the framework for success.

Our Process

Philip strives to understand his client’s life goals and needs before tailoring a customized strategy. This simple four-step process helps to propel his clients along the path toward achieving their goals. 


  • Identify your current financial situation
  • Define your goals, objectives, and risk tolerance


  • Analyze and evaluate your current situation
  • Develop sound strategies to help you achieve your goals


  • Review recommendations and strategies
  • Set your plan into action


  • Monitor your plan to ensure you are on course
  • Adjust plan as life unfolds and needs change

Knowledge is Power

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

As a financial professional, I am committed to helping people just like you create solutions for their retirement assets. Once I understand your risk tolerance, time horizon, and goals, I will work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. I work closely with my clients to evaluate those opportunities and reap those rewards. 

I invite you to check out all the material on our website. If something prompts a question, please send me an email or call the office. 

Have a Question?

Thank you!