
Phil Daniels, CFP®
Phil Daniels, CFP®
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 chairs the Board of Trustees for the Lutheran Hour Ministries Foundation and serves his church as a member of the church council. 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.