A graduate of Penn State University, Phil joined ROI Group in 2020.

Having spent more than 20 years representing multiple Investment and financial planning firms, Phil delivers comprehensive financial solutions to a select group of executives, business owners, and other successful individuals and families who have unique planning and wealth management needs.  At ROI Phil offers a comprehensive suite of financial services including executive compensation strategies and wealth management & financial independence strategies.

Association Involvement

  • Mainline Chamber
  • Wayne Business Association