Phil is a skilled financial advisor and financial planner with Team RetireWell. He is responsible for developing advanced financial planning strategies and collaborates with other subject matter experts, advisors, analysts, and administrative staff to bring complete plans to our valued relationships. Phil assists in executing each client's vision through our comprehensive financial planning services. His personalized approach allows our clients to feel confident that their goals and objectives can be met from both a quantitative and qualitative perspective to help bring their families confidence in their financial choices.
Phil earned a B.S. in Business Information Technology from Virginia Tech and completed his Certificate in Certified Financial Planning from University of Virginia. He is a Certified Investment Management Analyst ®, a CERTIFIED FINANCIAL PLANNER™ practitioner and an Accredited Investment Fiduciary®. He began practicing wealth management at Allegheny Financial Group in Pittsburgh, PA where he deepened his advance planning and analytical acumen, which has propelled his ability to offer valuable advice to our clients. Phil’s higher education paired with an ongoing thirst for knowledge, allows him to partner with clients to make well-informed decisions that are timely and forward-thinking.
Phil is passionate about giving back. While in Pittsburgh he dedicated his time to the Big Brother program, helping mentor and provide positive experiences for youth in the community. He continues pursuing his charitable interests by volunteering at multiple charities in the Triangle. Phil enjoys living in North Carolina, where he can spend time experiencing a wide range of outdoor activities, cultural experiences, and events that the area has to offer.
Virginia Tech, Bachelor of Sciences, Business Information Technology
Certified Investment Management Analyst ®
CERTIFIED FINANCIAL PLANNER™ Practitioner
Accredited Investment Fiduciary®
Series 7 Securities License
Series 66 Securities License
Life/Health/ Long-Term Care Insurance Licensed