About My Practice
Phil is a Principal of Portfolio Advisory council, LLC; an independent Registered Investment Advisory Firm. Our independence allow us to work in the best interest of our clients. We do not have any sales quotas set by a home office. Instead, we focus on what is best for our clients and their financial goals. Our clients receive unbiased recommendations and impartial guidance based directly on their needs and goals.
We provide financial planning and investment management. We also specialize in retirement planning as well as business retirement plans, such as 401ks, profit sharing plans, and defined benefit plans. From our beginning in 1986, client service and objective investment advice has been our focus.
While pessimists may prefer bonds, and optimists may prefer stocks, we are realists; our realistic investment philosophy utilizes a balanced approach to help people achieve their financial goals consistently in a constantly changing world.
Phil earned his MBA from the SMU Cox School of Business and holds a BS in Engineering from the University of Kansas. Phil is a classical pianist and sings in a barbershop quartet. He lives in Sugar Land with his wife, Vicki and their two sons.
University of Kansas, Lawrence, Kansas, BS Engineering 1980
Souther Methodist University, MBA Dallas, TX 1986-1987
1999-Present Portfolio Advisory Council, L.L.C., Portfolio Manager and Advisory Representative, Assistant Compliance Officer
2007-Present Cambridge Investment Research, Inc., Registered Representative
1999-2007 MML Investor Services, Inc., Registered Representative and Advisory Representative
1999-2002 MassMutual Life Insurance Co., Agent
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 63, 65
Life insurance, Health/disability insurance, Fixed annuities, Variable annuities
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Other - CLU, CLTC
Registered Representative, Securities offered through Cambridge Investment Research, Inc.
A Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Portfolio Advisory Council, LLC, a Registered Investment Advisor. Cambridge and Portfolio Advisory Council, LLC are not affiliated.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.