Phil received his Bachelors of Business Administration (BBA) with concentrations in Finance and Strategy from the University of Michigan in 2015. While at Michigan, he served as the National Director of Expansion for TAMID for two years. Prior to that position, he was the VP of Finance for the Michigan chapter for two years. Upon graduating, Phil joined Ernst & Young’s Financial Services Advisory practice where he consulted for the top global Wealth and Asset Management companies. After two and a half years at EY, he joined CFS Investment Advisory Services as a Paraplanner where he is studying to become a Certified Financial Planner.
Financial Paraplanner, CFS Investment Advisory Services