Co-Founder, Vice President
Phil is an Oregon native and began his financial career in 2007 after graduating from Western
Oregon University, where he ran cross country, indoor and outdoor track, and graduated with a
degree in Science and Finance. He went on to co-found Bridgetown Wealth Management, and
is a partner and vice president. 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 ALSO, a nonprofit disability
support services provider in the Portland Metro area, Deschutes County and Klamath County.
Phil enjoys traveling, running and spending time with his wife and three girls.