Hello! I’m Philip. I have called Austin, Texas home since 1997. Eventually I left the professional artistic world when a recruiter for a financial services firm said “This industry needs more people like you – a people person”. I was inspired to make a difference in a notoriously un-caring industry, and began to study for the Series 7 exam in 2011. I’ve been in love with financial planning ever since.
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Best piece of advice I've ever received
"If you don't tell your dollars where to go, you'll end up wondering where they went."
Words I Live By
Everybody needs a budget.
This or That?
Handwritten or Typed?
Cash or Credit?
Favorite Part of My Daily Routine
When a client gets excited about having a budget (it happens more often than you