Investment Principal

Phil has provided professional investment advice to individuals and foundations for over 29 years. The first four years of his career were with Edwards Jones Brokerage firm consulting with individuals on their investment and financial plans. He then spent nine years with PNC Wealth Management, where he was one of their senior investment officers both at the local and national level.

His primary responsibilities continue to focus on portfolio and relationship management of high net worth individuals and families.

He is a native of Indiana and a graduate of the Ball State University.

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