Phil started at CREATIVE Financial Group upon graduation from Drexel University where he earned a Bachelor of Science in Business and Engineering, with a concentration in Finance. He is Series 7 and Series 66 securities licensed, and also has his Life, Accident and Health Insurance license.
Phil is dedicated to helping business owners and entrepreneurs accomplish their lifetime and legacy goals. Founded in 1976, CREATIVE delivers comprehensive financial solutions to a select group of executives, business owners and other successful individuals and companies who have unique planning and wealth management needs. CREATIVE offers the confidence that comes with the strength and stability of one of the industry’s leading firms.
Phil is originally from Lancaster, PA, but resides in Bucks County with his wife, Lauren, and their son, Ben. He is an active member of the Union League of Philadelphia, Philadelphia Estate Planning Council, and Bucks County Estate Planning Council. Outside of being with his family, in his free time he enjoys golf and spending summers in Ocean City, NJ.