Investment Advisor Representative
Phil has been with SagePoint Financial for 11 years. Employing his experience in retirement planning, estate planning, investment management, tax strategies, and insurance planning, Phil is able to develop custom strategies and recommendations for any 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 day tripping on his motorcycle with a friend. Fun fact: Phil has plans to visit all 193 U.N. recognized countries. He has currently been to 11.