Overview
Phil works closely with business owners, CFOs, and HR directors who need guidance with their company‑sponsored retirement plans, walking clients through complicated plan decisions and helping them make informed choices about their retirement programs. Driven by his commitment to excellent service, Phil has built a reputation for being relentless about delivering results for his clients.
Experience
Phil assists organizations with the oversight and ongoing management of their employer‑sponsored retirement plans. He partners with leadership teams to address plan designs, fiduciary needs, service issues, and participant outcomes, helping clients understand key considerations and make purposeful decisions. He has worked with Aprio Wealth Management for 6 years, and during such time he has built incredible client and team-member relationships.
Prior to joining Aprio, Phil worked as a Retirement Plan Specialist, where he guided first‑generation business owners and entrepreneurs through their retirement options and supported them in evaluating and maintaining plans that aligned with their goals.
Education & Affiliations
Phil earned a Bachelor of Business Administration, Major in Finance from the University of North Carolina at Charlotte. He is a Certified Plan Fiduciary Advisor (CPFA) and a CERTIFIED FINANCIAL PLANNER (CFP®).
Previously, he served on the Board of Families Forward Charlotte from 2023 to 2025.