Expertise

Focuses on financial planning and retirement planning for clients. As a member of the Wealth Planning Group, Phil also assists clients with social security, estate, and tax planning.

Experience

Over 30 years in the trust and investment management business

Over 25 years as a presenter for Hallmark Cards at quarterly retirement planning seminars

Education

BS in Business Administration, University of Kansas

BS in Mechanical Engineering, University of Kansas

CERTIFIED FINANCIAL PLANNER (CFP)™ CERTIFICATION

Professional / Civic Affiliations

Estate Planning Society of Kansas City, Member

Catholic Charities Foundation – Kansas City and Saint Joseph Missouri, Past Board Member

Catholic Charities – Kansas City and Saint Joseph Missouri, Past Investment Committee Member

Provided numerous Financial Planning and Estate Planning seminars for members of a Large National Doctors group