Hi, there! I’m Philip.

I believe money is a tool — and that true success comes from using it to live a life of purpose and fulfillment.

I help individuals and families not only maximize their wealth and minimize taxes but also live out the life that truly matters to them. I believe in comprehensive financial planning that aligns clients’ investments with their goals, enabling them to get the most out of life with their money.

One of my favorite financial planning moments was with a new client who believed he had to wait until 67 to retire – simply because that was Social Security’s full retirement age. After walking through his plan together, we discovered he could retire four years earlier and move closer to his daughters and grandchildren. That realization gave him the confidence to step into the next chapter of life — and live out what truly mattered to him.

I’m a CERTIFIED FINANCIAL PLANNER™ and Certified Kingdom Advisor®, holding a master’s degree in financial planning from Liberty University.

Outside the office, I love spending time with my wife, Kristen, our daughter, and our two dachshunds, Meatball and Kilo. I’m a follower of Jesus and strive to live a life grounded in a biblical worldview. We’re grateful to be part of Grace Church in North Park.