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After a career in the U.S. Army, Phil cut his teeth in the brokerage business at securities firms affiliated with banks. From 1994 to December of 1998, he worked for NationsBanc Investments. In January of 1999, Phil moved to Banc One Securities where he worked in several branches in the Austin area. Phil came to ProFutures as an Investor Representative in October of 1999. Since he has been with ProFutures, Phil has distinguished himself by showing the ability to merge our products and services with his previous experience, giving our clients the benefit of looking at the "big picture." This experience was also very beneficial during the development of the Dynamic Allocation Program, where Phil serves as a member of the Dynamic Allocation Committee. He now serves as a Vice President of ProFutures. Phil was born in Pittsburg, Texas, the son of a Southern Baptist minister. However, he spent most of his youth in Ohio, and graduated from the University of Akron with a BA degree in Political Science in 1975. In August 2002 he received an MBA degree at St Edward's University in Austin. Phil is a CERTIFIED FINANCIAL PLANNER TM* (CFP®) practitioner as well as an Accredited Asset Management Specialist (AAMS). Phil also holds the NASD Series 7, 63, and 65 securities licenses, as well as multiple insurance licenses in the State of Texas. As stated above, Phil was a U.S. Army Infantry officer from 1975 to 1994, serving in various locations throughout the world during his military career. Phil is an experienced leader and retired from active duty holding the rank of Major. Phil lives in Austin with his wife Brenda and their daughter, Sarah. When not helping clients put together diversified financial plans, Phil enjoys being active in church and civic activities. Phil sums up his investment philosophy as follows: "I want to help clients face the potentially huge gap between what they are doing now, and what they need to be doing to get where they want to go. In a way, I'm their travel agent. They tell me where they want to go, and I tell them the best way to get there." * CFP® and CERTIFIED FINANCIAL PLANNER TM are certification marks owned by the Certified Financial Planner Board of Standards Inc. and are awarded to individuals who successfully complete CFP Board's initial and ongoing certification requirements. | ||
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