Phillip brings over a decade of experience in the financial industry and holds an M.A. in leadership from Kentucky Christian University. After spending many years as a pastor, he continues to embody that stewardship as a financial advisor. He has his Series 7 and 66 licenses, using his knowledge to help clients achieve their goals. For Phillip, a people-first approach remains at the forefront of his financial planning, understanding that, at the end of the day, it’s the individuals and their unique needs and concerns that matter most — not a one-size-fits-all. He utilizes his skills as a pastor and financial advisor by acting as a mentor to clients who are looking for guidance to better transform their uncertainty into certainty.

Married to his wife, Jennifer, since 2003, and with two sons and one daughter, Phillip knows about the importance of family. A lifelong Indiana resident, he enjoys hiking in the state parks with his family. In his free time, Phillip loves running, lifting weights, playing the piano, and a huge college football fan.