As a member of the transactions team, Phil’s focus is on relationships. He works daily with advisors and business owners to forge long-lasting connections that are built on trust.
Phil serves as the transaction specialist at Buckingham Strategic Wealth and has two main areas of responsibility. He helps advisors establish and maintain succession solutions to provide peace of mind for the future — for both the advisors and their clients. He also assists with due diligence and integration efforts when likeminded firms join Buckingham.
As Phil helps facilitate these new relationships, he most enjoys getting to know the advisors and learning about their firms’ history and success. The most rewarding part of his job is seeing the satisfaction advisors experience when they have a positive succession solution in place.
Since joining Buckingham in 2007, Phil has worked in several areas of the firm, and that experience supplies him with extensive knowledge of Buckingham’s resources. In his current role, he works with almost every department as they collaborate on complex transactions, giving him great appreciation for the firm’s deep bench of talent.
Born and raised in Salt Lake City, Phil came to the Midwest when he attended the University of Missouri for his bachelor’s degree. Today he lives in Lake St. Louis with his wife and two children. In his spare time, Phil enjoys spending time with family and friends, as well as sports, nutrition and the outdoors.