Phil began his financial services career in 1996 while studying Accounting at Brigham Young University. He quickly realized that his future was not in auditing for large corporations, but rather in helping families. A Dayton native, Phil returned to the area in 1997 and opened the first Managed Wealth Financial office in Ohio. Phil has been a principal with Managed Wealth Financial since June of 1998, and with the company’s mentorship he has trained and developed leaders within the company while assisting clients on their path to financial independence. Phil is actively involved in his church and community and lives in the Dayton area with his wife and four children.
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