Formerly a Golden Reserve Senior Investment Consultant, Phil has developed lasting relationships and customized financial strategies that have helped countless clients enjoy the retirement of their dreams. Today, he continues to lend his talents to those we serve as a Region Head.
Phil is a Chartered Retirement Planning Counselor (CRPC) and holds FINRA Series 65 and Ohio Life & Health Insurance licenses. He received a B.A. in Economics from Kent State University. He enjoys Cleveland sports and time with friends and his family: wife Taryn, son Harrison and dogs Hallie and Harvey.