Philip has more than 30 years of experience in the financial services industry. He was a founding member of FinTrust Capital Advisors and previously worked as a consulting group director and senior vice president for a global wealth management firm where his duties included developing investment policy guidelines, providing money manager research, and conducting performance reviews. Philip focuses on providing wealth management and investment consulting services to a broad range of Wealth Enhancement clients, including high-net-worth individuals, corporate retirement plans, private foundations and endowments. In addition to his duties as a financial advisor, Philip also provides strategic direction and initiative implementation for the firm. 

Outside of work, Philip is an active and visible community member. He is a founding member of the Association for Professional Investment Consultants. He is also a member of the Investment Management Consulting Association and active with Miracle Hill Ministries.