Philip joined DHG Wealth Advisors in 2013 and helped launch the firm’s Memphis, Tennessee office. Having worked in the financial services industry since 2004, he is experienced in portfolio management and retirement planning for high-net-worth individuals.
Philip is a CERTIFIED FINANCIAL PLANNER™ professional. He also holds a Certificate in Financial Planning from Southern Methodist University and a B.A. in Business from Principia College. As a branch manager with AIG-American General and subsequently a Financial Advisor with Raymond James, he developed broad experience in financial planning.
Philip joined DHG Wealth Advisors because of his passion for the firm’s principled approach to wealth management and his love for educating clients about evidence-based investing.