Phillip gets great satisfaction from helping families develop a solid financial plan. His mission is to always put their needs first and to be there for them when they need him.

He started in the financial business at Trilogy Financial Services where he learned to do complete financial planning. Prior to this career, Phillip worked for twenty years as a district manager and marketing manager. Working with the public has always been one of the most enjoyable experiences for him.

Phillip was born and raised in the Midwest where he learned the value of hard work. He studied business at the University of Nebraska Omaha and at Glendale College in Phoenix. He currently resides in Thousand Oaks, California with his fiancée, Brigitte. Fishing, golfing, swimming and spending time reading about the financial markets is how he enjoys his free time. Phillip also spends a lot of his time working with senior citizens, helping them to have a great retirement with a legacy to pass on.

Bio