Phil Elliott

Philip Elliott has been with SagePoint Financial for 10 years. Employing his experience in retirement planning, estate planning, investment management, tax strategies, and insurance planning, Phil is able to develop objective strategies and recommendations for clients’ complicated financial needs.*

Phil has personally taught 15 Dave Ramsey Financial Peace University classes and is a Dave Ramsey Smartvestor Pro. ****

When he’s not in the office, you'll probably find Phil snowboarding in the winter or backpacking in the summer.