Phillip joined FPR in 2002 as an intern from the University of Central Oklahoma. With his analytical mindset and focused work ethic, he developed into a key member of our investment committee. Phillip was named partner in 2013, vice president in 2011, received his CFP® designation in 2012, and then went on to become president in 2018.
As an LPL Investment Adviser Representative, Phillip is experienced and highly skilled in financial planning services, estate planning strategies, college planning, and portfolio construction. He specializes in working with business executives and widows. He is also a member of the Financial Planning Association.
In his free time, Phillip enjoys time with his family, fishing, and riding motorcycles. He is also passionate about missions and has helped build an orphanage in Kenya, as well as found and sit as president of the board for Pearl of Grace Ranch, a home for troubled teen girls.