Phil joined Brand Asset Management Group in 2004 and has 30 years of experience in the investment industry. In 2021, Phil’s commitment to BAMG was recognized when he became a partner in the firm.

Phil earned a Bachelor of Science degree in Finance from Millikin University in 1991 and received his MBA with a concentration in Finance from the Olin School of Business at Washington University in St. Louis in 2003. He obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2007. Phil earned the AIF® designation in 2013. Attainment of the AIF designation demonstrates understanding of the Prudent Practices® and methodology.

Phil chairs the Board of Trustees for the Lutheran Hour Ministries Foundation. He enjoys devoting his free time to family, travel, golf, and watching college football.

^{Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® & CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.}