After retiring in early 2023 with 23 years of service to clients in private wealth management with Fortune 500 companies such as A.G. Edwards & Sons, Inc., Merrill Lynch and Raymond James, Phil is headed in a different direction and is pursuing a second career in real estate. Growing up in a small agricultural Central California town called Turlock, Phil and his family have been vacationing on the Central Coast for over 25 years and have decided to make this home. Phil has been married close to thirty years to Elizabeth and has three sons, Jonah, Jacob and Luke.

Graduating from Turlock High School in 1984, Phil went away to college and attended Oregon State University, graduating in 1988. Upon graduation, Phil served onboard the USS John F. Kennedy (CV-67) as a Naval Intelligence Officer and made numerous deployments overseas, including Desert Storm.

His new venture in real estate is motivated by his passion to deliver the highest quality service for all his new clients, the same service and passion delivered to his wealth management clients. Phil is passionate about snow skiing, mountain biking, cooking and writing culinary books. He is a published author and wrote his first book, The Forgotten Chef in 2023.