Phil changed careers in 2018 to help individuals and families navigate their finances and investments. A native of Boulder County, Phil graduated from Carleton College with a bachelor’s degree in economics followed by an MBA from the University of Oregon. Prior to joining Baird in Boulder, he worked for five years at Fidelity Investments where he earned the CERTIFIED FINANCIAL PLANNERTM designation.
Phil lives in Superior with his spouse Kimie. Their family includes their adult son Jay and an enthusiastic dog named Teddy. Outside of work, you can find Phil outdoors enjoying all that Colorado has to offer.