Phil entered the financial services industry in l972 and has built a clientele comprised mainly of individuals and small business owners. In his practice, emphasis is placed on helping clients make informed decisions. He works closely with each individual to develop a personalized financial strategy. Phil incorporates his knowledge and experience in helping clients more effectively work toward their financial goals.
A longtime resident of the Lincolnway area, Phil has been actively involved in the community. He has conducted financial planning seminars for credit unions and other groups. Phil holds a professional designation in credit union management and is a Registered Tax Return Preparer*. He is an instructor for the National Center for Financial Education and has taught classes at Joliet Junior College. Phil has held office in the New Lenox Chamber of Commerce, Illinois Credit Union League, American Italian Cultural Society, Kiwanis and Knights of Columbus.
After graduating from Marquette University with a BS degree in Accounting, Phil did post-graduate work at Northwestern University and Governors State University. He is a member in good standing of the Financial Planning Association and the National Association of Tax Professionals.
Phil and his wife Margaret live in Mokena. They have four grown children and seven grandchildren. They are active parishoners of St. Jude Church in New Lenox.
*The IRS does not endorse any particular individual tax return preparer. For more information on tax return preparers go to IRS.gov. Tax services are not provided by LPL Financial or it's advisors.