Since entering the financial industry in 2001, Philip continues to guide clients with integrity, clarity, and a genuine desire to ease the worries that often surround retirement planning. As an investment advisor representative, he is committed to protecting and growing the hard-earned assets of the families he serves.
Philip’s passion lies in designing custom investment plans that align with each family’s unique goals and giving them the peace of mind they deserve as they prepare for retirement. While he enjoys the technical side of wealth management, he finds the greatest fulfillment in the real-life conversations and long-term relationships that develop along the way—conversations that often have little to do with money and everything to do with trust.
A graduate of Florida State University with degrees in finance and marketing, Philip has also contributed insights to national outlets including Fox Business and Kiplinger. He has passed his Series 7, 63, and 66 securities exams.
Outside the office, Philip is a devoted husband to his wife, Courtney, whom he married in 2005, and a proud father to their three children: Olivia, Harrison (Harry), and Hutchinson (Hutch). Olivia is a competitive cheerleader for Zone Cheer All-Stars, and Philip loves cheering her on just as much as he enjoys coaching his sons’ football teams—tackle football for Harry and flag football for Hutch.
Philip is an active member of the Church of Eleven22, where he and his family have worshiped since 2020. The church has played a meaningful role in strengthening his faith and deepening his relationship with Jesus Christ. Philip also serves as a disciple group leader, walking with and encouraging others as they grow in their own faith journeys.
Whether he’s with his family, on the football field, or helping clients prepare for retirement, Philip is known for his trustworthiness, calm presence, and genuine care for the people around him. He is also an avid golfer and a proud supporter of the Florida State Seminoles.