Phil Daniels, CFP®, AIF®

Executive Vice President

Phil Daniels, CFP®, AIF®

Executive Vice President

Phil joined Brand Asset Management Group in 2004 and has over 25 years of experience in the investment industry. 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 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.

Phil serves on 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.