Financial Services Professional, Water Tower Financial Partners LLC
With over 12 years in the financial industry, Phil enjoys helping individuals and business owners grow and protect what’s important to them. His credentials include working with Water Tower Financial Partners for over 11 years and building a practice dedicated to developing risk-management and tax-advantaged strategies. He specializes in writing guarantees into his client’s financial plans.
Phil is a member of the National Association of Insurance and Financial Advisors (NAIFA), a graduate of Elmhurst College, and holds the designation of Chartered Retirement Planning Counselor (CRPC) from the College of Financial Planning. In addition, Phil has earned the designation of Life Underwriting Training Council Fellow (LUTCF) from The American College and Certified Funds Specialist (CFS) from of Institute of Business & Finance.