Memberships & Competencies:
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Two degrees from the University of Utah in Salt Lake City.
Certified Financial Planner™ course work at the American College, Bryn Mawr, Pennsylvania.
Active member of the Financial Planning Association.
Nominated for the Financial Planning Association's national Board of Directors.
Member of the Financial Planning Association of the Triangle.
A knowledgeable professional in Charitable Trusts and Charitable Planning.
Member of the National Association of Charitable Gift Planners.
Member of the North Carolina Planned Giving Council (NCPGC).
Financial Industry Regulatory Authority (FINRA).
General Securities Registered.
FINRA Series 7 Exam (1989).
FINRA Series 63 (1990).
FINRA Series 65 (1995).
Life Insurance Licensed (1991) in North Carolina.
Licensed for Long-Term Care Insurance.
Has appeared several times on television and radio.
Has been quoted in local and national publications.
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Outside Business Activities:
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Served as Adjunct Professor in the Executive Certificate for Financial Planning program, Income Tax Section, at Duke University, Durham, North Carolina.

Phil has been in the financial industry since 2007. His expertise lies in life insurance planning, the college planning arena and consulting to charitable non-profits.

2013–Present: Licensed Associate / Investment Advisor at Wake Wealth Management Co.
‍2007–2013: Founder of PMG Insurance Agency, Raleigh, NC


Competencies:
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Life insurance planning.
College planning.
Consulting to charitable non-profits.
Provide complete financial overview on College, Cash Flow, Retirement & develop a plan to improve each area.
Leverage the Tax-Free status of the non-profit in order to credit tax free distributions for executives.