Paraplanner & Client Relations Associate
Phil received his Bachelor’s degree in Finance from Southeastern University where he excelled as a student and collegiate athlete. In May 2017, he earned his Master in Financial Planning from Kansas State University, where he also received his Personal Financial Planning Certificate. Never one to slow down, Phil is preparing to sit for the CFP® exam in the coming year. As a member of our Client Relations department, Phil serves our clients’ account‐related needs with setups and transfers, as well as assisting with client financial plans.
Talk to Phil: account questions :: first‐time callers :: general questions
Personal Interests: Coaching and developing the next generation of great soccer players, traveling, Latin American Missions, learning Spanish, snowboarding, fishing, hunting, and any outdoors activities that involve God’s remarkable creation, while sharing it with family and friends.
Favorite Food: Any fresh seafood
Ideal Vacation Spot: Twofold: the first being snowboarding in the Rockies and the second being traveling to new places he has never seen.
Did you know?: In addition to visiting Russia, Phil has traveled to four Central American countries(Costa Rica, Nicaragua, El Salvador, and the Dominican Republic) on missions and plans to visit the rest of Central America in the near future.