Since 2006, Phil has helped clients develop tailored financial plans addressing their unique goals. In addition to stocks and bonds and disciplined investment management, plans are able to address a range of topics. By collaborating with clients’ other advisors including tax and legal specialists, advanced planning topics such as proper tax & estate planning and gifting strategies can be integrated with diversified investment portfolios to maximize wealth generation.
Prior to joining Fairhaven, Phil was a Financial Consultant for more than a decade with one of the country’s largest investment firms. Prior to joining the financial services industry, he was a teacher of history and economics. While no longer in a classroom, his commitment to education remains strong with a focus on advancing financial literacy. He loves talking financial planning and investments with his own kids and the kids of his clients.
Phil earned his Bachelor of Arts in Social Science from Benedictine University. He and his wife live in LaGrange, Illinois with their two sons. Enjoying a wide range of live music and being a rabid fan of the Chicago White Sox are some of the ways Phil spends his time.