- Assists in the execution of the firm’s trademarked planning process, The Results Accelerator System™, which is exclusively designed for successful business owners.
- Helps our clients accomplish their unique personal portfolio investment objectives through the firm’s integrated investment planning process.
- Brings knowledge and experience from his tenure with Edward Jones Investments, where he developed a very successful business from scratch.
- Phil was the operating partner of a privately-owned business that he grew and ultimately sold profitably.
- As the son of family business owners, he learned the challenges and rewards of leading and growing a successful business, as well as the importance of maintaining strong family bonds and values.
- Earned his Bachelor of Business Administration in Communications, and a minor in Business Administration from Texas A&M University.
- Serves on the Board of Directors for the Fort Worth/Tarrant County A&M Club.