Growing up in Nashville, Phil always found enjoyment in the interactions with people while helping others in the community. After getting his degree from the College of Charleston, he worked in multiple industries hoping to find his long-term professional passion. He worked in the political world of Washington, DC after school but knew his heart was always back home in Nashville.
His parents ingrained a strong work ethic in him to be the best at all he does while maintaining his integrity in the process. Family is extremely important to Phil, which explains his focus on helping families achieve their long-term financial goals and planning for both the expected and unexpected events in life.
Phil has experienced life’s unpredicted turns first hand as his mother was diagnosed with early-onset Alzheimer’s at age 54. He has helped his family plan for the long-term financial obligations associated with this disease and has used this experience to ensure every family he works with is prepared financially for the obstacles life can present.
Phil obtained his Certified Financial Planner™ designation while working for a global financial institution, a distinction very few financial professionals hold. He used his training and expertise from this designation to develop and continually improve a well-rounded client service model. This process driven approach allows Phil to ensure he delivers on the promises he makes to his clients and completely understands the goals of each family.
In 2009, Phil decided to join TBH based on their service philosophy and approach to managing client’s assets. The personal approach to client relationships continues to be a pivotal part of his practice today. As a managing member, he has helped grow TBH to be a respected Registered Investment Advisory firm in the Southeast.
Phil lives in Brentwood with his wife Kelly and three beautiful daughters, Elizabeth, Madeline and Sydney. He is the Board Chair for Christian Community Services, Inc. and supports other organizations like Barefoot Republic and Alzheimer’s Association.
