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.