Designations and Licenses

Philip is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and Education

Philip works with clients to develop personalized wealth management solutions that include tax planning, investment strategies and estate planning to help them achieve their goals.

Prior to joining Mariner, Philip was a trading operations specialist for a small RIA. He oversaw all trading operations for the firm, including model changes, rebalancing and managing junior traders. Before that, he was a head trader, responsible for buying and selling marketable securities for clients.

Philip holds a bachelor’s degree in economics from Hillsdale College.

Personal Interests

Away from the office, Philip enjoys spending time with family and reading.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.