A CERTIFIED FINANCIAL PLANNER™ professional, Phil is passionate about helping you grow your wealth — and preserve it. He works primarily with high net worth executives and entrepreneurs who are looking for retirement planning, wealth management, tax diversification, divorce settlement planning and estate planning.
Phil got his start in the financial services industry in 1988 and joined McAdam in 2011. With so much market uncertainty these days, Phil is particularly focused on Safe Money Strategies — asset management solutions that offer no possible loss of principal and are specifically designed for use in volatile markets.
Phil has been featured in such media outlets as The Wall Street Journal, CNBC, Bloomberg Radio, Investment News and Financial Advisor magazine. He is also a regular contributor to the Kiplinger’s Wealth Creation platform.
Phil graduated from Middlebury College. He and his wife have three children and live in Great Falls, Virginia.
An avid tennis player and golfer, Phil also has coached many youth sports. What’s more, he’s spent over 23 years serving as a charity auctioneer, event emcee, and board member of several local and national charitable organizations. To date, he has raised nearly $2 million from live auctioneer activities alone.