Phil is an Oregon native and began his financial career with Waddell & Reed in 2007 after graduating from Western Oregon University, where he ran cross country, indoor and outdoor track, and graduated with a degree in Science & Finance. He's gone on to co-found Bridgetown Wealth Management, is a partner and vice president, and in 2013, received Waddell & Reed's Crest Award recognizing achievement by an analysis of investment, insurance and financial planning sales. Phil is committed to providing clients with the financial advice, service and support they need to pursue their life goals.
"It's not just about the numbers. A financial plan should reflect a client's stage of life, their unique financial situation, and it's ongoing--our relationship needs to be built on trust, over years. It's a marathon, not a sprint."
Phil is a member of the Financial Planning Association, Financial Services Institute and Hispanic Chamber of Commerce. He also sits on the board of Ethos, a nonprofit providing classes, camps and music outreach programs to thousands of youth across Oregon.
Phil enjoys traveling, running and spending time with his wife and three girls.
The awards are presented annually by the firm and are based on an analysis of investments, insurance and financial planning sales generated by the advisor. For more information regarding the awards and dates received, please contact the advisor.
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