After growing up in Midlothian, Phil moved on to Virginia Tech where he graduated with a major in Finance with a Financial Planning track. Upon graduation Phil joined Virginia Asset Management as an advisor. In addition to obtaining his CERTIFIED FINANCIAL PLANNER™ certification (CFP®), Phil holds the Series 66, Series 7 registrations and the Virginia Life/Health/Annuity license. Phil focuses his practice on helping businesses and individuals by offering advice in the areas of personal financial planning, risk management, investment management, business succession, and executive/key employee retention strategies.
In his spare time, Phil enjoys playing in a men’s ice hockey league and watching his favorite sports teams, the Pittsburgh Penguins and Pittsburgh Steelers. He also enjoys camping, going to the beach, and spending time with family.