Wealth Advisor Associate, Paraplanner
Phil started his career at Wintrust Wealth Management as a Financial Associate in June 2020 after graduating from Butler University with a bachelor’s degree in finance. He remained at Wintrust Wealth Management for two years gaining valuable industry experience by interacting daily with clients and satisfying all operational needs. Phil was responsible for processing client forms and documents, money movement requests, placing buy and sell transactions while monitoring the accounts cash balance to maintain monthly distributions.
Phil joined Ergawealth Advisors as Wealth Advisor Associate, Paraplanner in May of 2022. He is responsible for gathering client’s financial information to facilitate the creation of their wealth/financial plans. Phil works alongside Ian (founder of Ergawealth Advisors) in aiding in the implementation of portfolio recommendations agreed upon with clients and advisors, and the ongoing portfolio management process.
Phil and his sisters attended Infant Jesus of Prague for elementary school and Marian Catholic for high school. Growing up in a catholic household provided Phil with the values to prioritize others before himself. Phil understands the importance of relationships and willing to put in time and effort to better himself and others.
When Phil is not working, he enjoys spending time with his family and friends, traveling, and playing sports. In the summer you can find Phil on a golf course or on a softball field playing 12- and 16-inch softball, and during the cold months you can find Phil trying to improve on his golf game.