Phil is a member of the Wealth Management Committee, the Business Owner’s Service Team, and supports multiple client service teams within the firm.
Prior to joining Balasa Dinverno Foltz LLC, Phil was a licensed banker with JPMorgan Chase. His responsibilities included implementing and monitoring client investment plans within the Bank’s Investment Services department.
Phil received his BA degree in Finance from the University of Iowa (2007) and earned his CERTIFIED FINANCIAL PLANNER™ certification through the DePaul University School of Continuing and Professional Education (2010).