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. 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.