Phil is a Senior Client Services Representative at Transform Wealth. He spent 13 years as the Operations and Support Manager at Strategic Capital Advisers providing back-office support and managing day-to-day operations.
Phil spent his childhood in the suburbs of Illinois until his family moved to Memphis, TN when he was a teenager. He attended college at the University of Tennessee at Knoxville and received a degree in Economics. After graduating from the University of Tennessee at Knoxville he started working for Ford Motor Credit Company where he spent the next 11 years. He was very mobile during his years at Ford relocating to Memphis TN, Nashville TN, Charlotte NC, Atlanta GA and Macon GA in his first 8 years with the company.
He moved to Colorado in 2006 to be closer to his wife’s family. Phil and his wife Jill have 2 boys that both play soccer year-round. He enjoys mountain biking, working out and enjoying time with his family.