Phil specializes in developing custom investment strategies for each client using their proprietary processes. Phil believes every client is unique and one size does not fit all. Phil is an Accredited Investment Fiduciary. Phil graduated from Miami University in Oxford, Ohio. Phil resides in Sugarcreek Township with his rescue Brussels Griffon, Mr. Myles. In his spare time he enjoys running, CrossFit, downhill skiing, water skiing, and working in the yard.