Phil has over seven years of experience in the financial services industry. He is a registered investment advisor representative and is Series 7 and Series 66 licensed. He is also a licensed life and health insurance agent.
Prior to joining Baird, Phil worked for two privately held companies in Controller, Treasurer and Director of Finance positions. His experience includes overseeing company accounting functions, 401k retirement plans, banking relationships, corporate investment accounts and employee benefits.
Phil graduated from Indiana University Kelley School of Business with a bachelor’s degree in finance and operations management.
Committed to the Community
Phil serves on the board of the Mobel Foundation and is a volunteer for Jasper Youth Sports.
He resides in Jasper, IN with his wife Kristen and their three children Anna, Evan and Elin.
Why Baird?
Phil is proud to be part of Baird – a fully independent, international firm serving the wealth management needs of families, businesses and organizations for more than 100 years. Nationally recognized as a great place to work, Baird attracts the industry’s best and brightest. And employee ownership gives all of us a personal stake in our clients’ success. It’s a formula that works because of the values we share: honesty, integrity and a commitment to keeping clients first – always.