Phil is a dedicated financial planner committed to helping individuals, families, and businesses cultivate a healthy financial lifestyle. With expertise in investments, retirement plans, insurance, education, estate, and tax planning, Phil collaborates with accountants and attorneys to work toward clients pursuing their financial goals.
Licensed since the age of 19, Phil began in real estate before transitioning to the insurance industry in 1980. With 44 years of combined experience in insurance and financial planning, Phil has navigated markets through challenging times, providing a dynamic perspective on money management and client emotions.
Understanding the importance of confidence in financial matters, Phil prioritizes education to empower clients. Together, they develop tailored plans grounded in sound financial principles designed to work across all market conditions.
A Pueblo native, Phil is actively involved in the community and enjoys music, astronomy, photography, and spending time with family, including his seven children and seven grandchildren.
