With a focus on broad-based and holistic planning specific to risk management and wealth preservation, Phil has excelled at delivering tangible plans to clients and strategies to develop distribution and revenue success for advisors. Phil was a Regional Vice President at CONCOURSE Agency, covering GA, SC, TN, and VA. Phil enjoys working closely with advisors and industry professionals to identify the best solutions for clients’ needs and helping design strategies to propel revenue growth and placements within agencies and advisor offices.
His professional achievements further underscore Phil’s impressive track record. A NAIFA member for 20 years, Phil has served as a past President of a local chapter and state President for IFAPAC. He has earned his LUTCF designation and is a LILI graduate. His dedication and excellence have been recognized with the NQA and Multiline Awards from NAIFA, as well as the title of Advisor of the Year. Phil’s commitment to his profession is also evident in his licenses, holding his 6, 63, & 26 as well as LH/PC licenses in several states.
Phil has a bachelor’s degree in Business Management and Administration from Luther College, Decorah, IA. At Luther, he played on the Men’s golf team. He is based out of Savannah, GA, and Charleston, SC, with his two Daughters, Yona and Annika, and his wife, Liz, with her two daughters, Lilly and Gabby.
Outside of his professional life, Phil is a man of diverse interests. He finds joy in playing competitive golf, exploring the intercoastal waters of Savannah through boating, and maintaining a healthy lifestyle through regular exercise. Phil’s love for travel also takes him to various destinations, enriching his life with new experiences.
