Phil earned his BA in Finance from the University of Iowa. He is a CERTIFIED FINANCIAL PLANNER™ practitioner.
Prior to joining BRF in 2016, Phil spent eight years at Balasa Dinverno Foltz LLC, a boutique Chicago wealth management firm. Phil provided comprehensive financial planning advice to clients and served as a member of the firm’s Wealth Management Committee, Women’s Service Team and Business Owner Team. Phil began his career as a Licensed Personal Banker with J.P. Morgan Chase in Chicago.