Born and raised in Boise, ID., Phil has deep roots in his community. After high school, Phil traveled to the east coast to attend college. Phil received his degree at Yale University, then returned home to Boise, ID. to start his career as a Financial Advisor. Phil specializes in researching, developing, and actively managing investment portfolios designed to address ever-changing market conditions. Phil has provided advice to high-net-worth clients, business owners, and executives for over 20 years.
Phil holds the following licenses:
Series 7: General Securities, Series 66: Combination State Law and Registered Investment Advisor Representative