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- Master of Business Administration (MBA)
- Certified Financial Planner™ practitioner, CFP®
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Phil joined TrustCore in 2017 and works with Randy Lee’s planning practice. His attention to detail, focus on cash flow management, retirement planning, tax minimization, and appropriate portfolio design helps him provide an individualized financial plan for each client.
Prior to his career in financial planning, Phil worked in leveraged finance at a large investment bank in Charlotte, NC, structuring high yield bonds and syndicated loans. He also has experience at a specialty software company as a programmer and implementation consultant.
Phil earned a master’s degree in business administration with concentrations in finance and accounting from Vanderbilt University’s Owen Graduate School of Management where he earned the Founder’s Medal as valedictorian. His bachelor’s degree is in industrial engineering from Georgia Tech with highest honors.
Phil is an active member of West End United Methodist Church. He also enjoys serving in a leadership role with his sons’ Cub Scout pack, cycling, running and baseball. Phil and his wife, Kristin, live in Nashville with their two sons.