About:
As a financial advisor, Phil specializes in executive benefits, business succession & exit planning, estate planning, and life insurance.
Experience:
With 20+ years of experience, Phil advises individuals and businesses on a variety of decisions aimed at mitigating risk and enhancing business value. He is dedicated to fostering long-term client relationships and delivering ongoing support through clear and transparent communication.
Accreditations:
Phil is a Chartered Life Underwriter (CLU).
Industry Affiliations:
Phil’s exemplary performance has earned him invitations to the MassMutual Blue Chip Conferences and Leaders Conferences. He has qualified for the Million Dollar Round Table and Forum 400.
Education:
Phil earned his bachelor’s degree from SUNY Brockport.
Honors:
Phil has received the Michael J. McDermid Exemplary Person Award and has been named both Experienced Associate and Producer of the Year by Vision Financial Group.
Community and Pro Bono:
Phil is highly engaged in his field, currently serving as a committee member for Mass Mutual AAX (Agents Association) and Business Council Member of Buffalo Prep. Previously, Phil was active with Finseca NY, where he he served as chair and a member of the Advisory Council and Advocacy Working Group. He also served as a board member for the Buffalo Society of Financial Services Professionals and is the past president and former board member of both the New York State and Buffalo Associations of Insurance & Financial Advisors (NAIFA).
Business Insurance
Employee Benefits
Risk Management
Personal Insurance
Retirement Plans
Wealth Management
Lawley Medicare Solutions
Industry Specialties All Services
