Phillip is passionate about helping clients live life on their terms. Having a balanced, organized and simplified financial life is essential for this goal. Phillip is dedicated to listening to his clients and learning about their passions and goals, financial or otherwise. He provides objective financial guidance to help lead clients towards their priorities in life in the present and future. Phillip is able to provide comprehensive financial planning, disciplined investment management, education, and a nonjudgmental approach to his clients’ situations. Phillip believes that through crafting a financial plan together with his clients, they can worry less and start to proactively live the life they desire to now and into the future. Phillip has achieved the CERTIFIED FINANCIAL PLANNER™ Certification. Phillip holds Life, Accident, and Health Insurance Licenses. Phillip graduated from the University of Michigan with a Bachelor’s degree in Psychology.
Phillip is an Indiana native but has called Michigan home since 2008. Prior to joining RFC Financial Planners, he worked in church ministry on campus at the University of Michigan for 7 years.
Phillip lives in Ann Arbor with his wife, Frances, and their Pembroke Welsh Corgis, Reggie and Oliver. Phillip loves playing soccer (football) and supporting his favorite club, Liverpool FC. He also enjoys seeing musicals, traveling, and trying new craft beers.
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