Phil is a Financial Planner who supports the New Hampshire-based wealth management team at
McLean. He works closely with Rob & Lorraine to help build & maintain strong client relationships
built on trust & our fiduciary duty. His responsibilities include building comprehensive financial
plans for clients and helping enhance the client experience through research, correspondence,
meeting preparation, and plan delivery.

Prior to joining McLean, Phil spent close to a decade in the financial services industry in the Greater
Pittsburgh Area and has worked as a CFP ® professional since 2020. In addition to helping people
gain peace of mind through thoughtful comprehensive financial planning, he has a passion for
investment research, the global economic outlook, and the ever-changing business landscape.

Education

• BS Finance & Economics minor, Grove City College
• MBA, Duquesne University
• Executive Certificate in Financial Planning, Duquesne University

Professional Designations and Associations

• CERTIFIED FINANCIAL PLANNER®
• FINRA/NASD Series 65

Greatest Professional Satisfaction

Contributing to a company & team at McLean that is growth-oriented and is continuously
expanding its capacity to deliver excellence in doing what is in the best interest of our clients and
guiding them to meet their financial goals.

Greatest Personal Satisfaction

Outside of work, Phil loves spending time with his friends, family, & church family. He enjoys staying
active through weightlifting, running, playing sports (basketball, church softball, soccer, etc.), and
scenic walks around his neighborhood. He's also an avid Michigan Wolverines football and
basketball fan (Go Blue!). Lastly, he really enjoys being "Uncle Phil" to his two nieces.