Phil is committed to helping clients understand financial concepts.
Instead of overwhelming his clients with a lot of unfamilar terms, he helps them uncover down-to-earth financial solutions, and clearly explains the principles behind complicated finance jargon so that his clients truly understand their options. Phil has a gift for helping people find solutions that empower them to achieve their financial goals, and providing clients with practical, no-nonsense advice is what he does best.
Phil's dedication to explaining finance in simplest terms is why his business has been growing for over 35 years. He was initially drawn to Cambridge Investment Research for their commitment to serving the best interest of clients, and that commitment is still his number one priority today.
Phil is a native of Jackson, and being raised here fostered a deep sense of care and concern for his community. He gives back locally through service and involvement in various local organizations. He currently serves on the West Tennessee Heathcare Board of Trustees. He is also a former Chairman of the Madison County Election Commission and has served twice as Co-Chair for the Madison County Tennessee Budget Committee
As a trusted, licensed financial advisor, Phil has gained the recommendation of Dave Ramsey, one of the nation's leading experts in financial responsibility. He holds FINRA series 7 and 66 securties licenses, and has been one of Jackson's Dave Ramsey SmartVestor Professionals since 2009.
Phil's outside interests include boating and spending time with friends and family. He and his wife have been married for over 40 years. They have two children and two grandchildren.