Phil joined CFS Investment Advisory Services, L.L.C. in January 2018 after spending two and half years at Ernst & Young in their Financial Services Advisory practice where he consulted for the top global Wealth and Asset Management companies. His projects ranged from risk management, operations, financial technology implementations and business process management. Phil received his Bachelor of Business Administration (BBA) with concentrations in Finance and Strategy from the University of Michigan in 2015.
Phil currently works as a Paraplanner where he supports the Private Wealth Management team with client relationship management, trading and technical support, and investment management. He holds his securities and insurance licenses.