Phil is a seasoned financial services professional with nearly two decades of specialized experience helping financial advisors navigate the third-party management landscape.  Phil has built a career as a trusted strategic partner, helping advisors optimize their practices, navigate complex platforms, and drive meaningful business growth.

Most recently, Phil worked as an Advisor Growth Consultant for an industry-leading TAMP, where he drove investment advisory sales and platform adoption across the Pacific Northwest territory. His background also includes a 15-year tenure at a large broker-dealer, giving him perspective that includes internal sales consulting, investment advisory operations, and elite advisor support.

Whether he is coaching an advisor on transitioning to a fee-based model or designing a complex tax-transition strategy, Phil’s deep industry insight makes him a valuable asset to the advisors he supports.