Phil is a Partner at Transcend Capital Advisors. Prior to joining Transcend, Phil served as a Senior Vice President and Senior Fiduciary Strategist at Key Private Bank. Previously, he worked as a Senior Private Wealth Advisor for Busey Wealth Management for 13 years. Phil is a seasoned professional with expertise in trust and estate planning. He is on the Board of Directors for the American Heart Association of Lee and Collier County and is actively involved in several nonprofit organizations.
Phil holds a Bachelor of Science in Management with a minor in Business Law from Michigan State University.
