11500 LAGO VIS E
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have sought to develop a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
As a financial professional and an active member of my community Phil is dedicated to helping individuals and businesses build their financial futures. To stay on top of his field and develop his professional skills, he regularly attends industry training and certification programs.
Phil was born and raised on the mission field in Zimbabwe Africa. Academic achievements include a BS degree from Carson Newman University in TN and a Masters of Divinity degree from Southwestern Baptist Theological Seminary in Ft. Worth TX. Phil served as an urban church planter in the Philippines for six years prior to beginning an investment practice in 2001.
Phil's education, experience and professional affiliations have fostered his practical approach to offering financial services and advice to his clients. Maintaining a strong sense of community and a solid professional foundation are very important to Phil. Phil and his wife Monica reside in Dallas Texas and enjoy travelling, being involved in ministry and community service.