Hello! I’m Philip. I have called Austin, Texas home since 1997. I attended the University of Texas in the Department of Theater & Dance where I met Julia while we worked backstage for a children’s dance show about a baby monkey. Eighteen months later, we were married.
I spent several years as a ‘starving artist’ – waiting tables, parking cars, and making lattes. Eventually I became a theater instructor, where I fell in love with teaching and coaching my students. I led hundreds of theater productions at ZACH Theater, KidsActing, and more.
Eventually I left the professional artistic world when a recruiter for a financial services firm said “This industry needs more people like you – a people person”. I was inspired to make a difference in a notoriously un-caring industry, and began to study for the Series 7 exam in 2011. I’ve been in love with financial planning ever since. In 2015 I went on to pass the Certified Financial Planner™ Board Exam (the most challenging certification in the entire industry), and I now wear the ‘CFP®’ marks with pride.