THE SEAFARER: PHIL
When he’s not helping clients navigate the choppy waters of retirement, you will most likely find Phil on a sailboat. As a Behavioral Finance Advisor, Phil brings a wealth of knowledge and experience to help clients understand their “Why.” Using the real-world application of financial principles, Phil guides the Shadowridge clients through all of life’s ebbs and flows, adjusting the sails when necessary, and creating smooth sailing.
Phil joined the Shadowridge team in 2019, after spending over 25 years in the financial services industry.Phil holds a Masters of Business Administration and brings experience in real estate development to his diverse financial background. He has always had an interest in helping people prepare for their financial lives and prides himself on real-world application of financial principles.
Phil is a natural connector who uses his strengths as a communicator to engage clients in a wide range of conversations. He is an upbeat problem-solver with attention to value and efficiency. Helping clients to focus on the aspects that are most important to them, Phil guides clients to gain a deeper understanding of themselves and their financial options.
Phil’s Top Strength (CliftonStrengths®): Communication – “People exceptionally talented in the Communication theme generally find it easy to put thoughts into words. They are good conversationalists and presenters.”
Have a drink with me.
Here at Shadowridge we want you to feel relaxed, and at home. We pride ourselves on our unique take on financial advising.
We would love to get to know you.