Certified Financial Planner®

BIOGRAPHY

Phil is a Financial Planning Strategist and Financial Advisor with Pure Financial Advisors.  Since 2006, Phil has helped clients develop tailored financial plans that address their unique goals.  Phil is a firm believer on focusing on the areas of one’s finances that a person has control over.  Having a disciplined investment strategy combined with proper tax management are corner stones of the guidance that Phil provides his clients.  Phil wants his clients to all feel like they have an expert in their corner for whatever situation comes before them.

Before to joining Pure Financial Advisors, Phil worked with an award-winning wealth management firm in Chicago and was a Financial Consultant for more than a decade with Fidelity Investments. Phil held his life, accident, and health insurance licenses, as well as a series 7 and series 66 license.  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.

Phil earned his Bachelor of Arts in Social Science from Benedictine University in Lisle Il. He and his wife live in LaGrange, Illinois with their two sons. Enjoying a wide range of live music, collecting vintage toys, and being a rabid fan of the Chicago White Sox are some of the ways Phil spends his time.