Phil brings over 7 years of retirement plan experience to HUB. Prior to joining HUB, Phil spent 2 years as a retirement plan relationship manager and participant educator at MassMutual, then Empower Retirement Services, where he managed a book of 50 core market retirement plan clients. Prior to his stint as a relationship manager, Phil held positions with GRP Advisor Alliance and T. Rowe Price Investment services. Phil holds the Series 6 and 63 securities registrations through LPL Financial. Phil has a bachelor’s degree in political science from West Virginia University.
Today, Phil is committed to providing world class service to advisors and plan sponsors by understanding their needs and building relationships that lead towards efficient retirement plan solutions. When he is not in the office, Phil is cheering on his Baltimore Ravens, Orioles, and West Virginia Mountaineers. Phil enjoys playing guitar, learning about ancient history, auto racing, running, and camping.