As a Wealth Advisor, Phil helps our clients develop financial and investment strategies that align their needs, goals, and risk tolerance. He has a Bachelor of Science in Management from the Indiana University of Pennsylvania and a Master of Science in Accounting. Phil holds the FINRA Series 7 and Series 66 Securities licenses.
In his free time, Phillip gives back to the community by serving as the 1st Assistant Scout Master for Troop 128 in Chambersburg, PA. He is an Eagle Scout and enjoys hiking.
Credentials and Licenses
FINRA Series 66 License
With this Financial Industry Regulatory Authority (FINRA) designation, the recipient can become a fee-based investment advisor, as opposed to a commission-based financial advisor. With a Series 66 license an individual can act as an Investment Advisor Representative, making recommendations or giving investment advice, managing client accounts or portfolios, determining which recommendations or advice regarding securities should be given, and providing investment advice. To obtain the Series 66 license an individual must receive a passing grade on an extensive 2 1/2 hour exam and hold the Series 7 license.
FINRA Series 7 License
With this Financial Industry Regulatory Authority (FINRA) designation, the recipient is qualified to become a Registered Representative of a broker-dealer in the United States. The Series 7 license is the most comprehensive of several securities licenses that permit an agent to communicate with retail investors. To obtain the Series 7 license an individual must receive a passing grade on a rigorous 6-hour exam.
Wealth management, wealth planning, or retirement plan services, we're here to help.
We’re established and active in our community.
The Central Pennsylvania region is our home too and we regularly participate in programs and projects to improve the overall quality of life.
37 S. 5th Street
Gettysburg, PA 17325
Phone (717) 334-0097
Fax (717) 334-9203