Phil specializes in strategic business and tax planning for small to medium-sized enterprises within the manufacturing, agriculture, commercial, and retail sectors. He is skilled in guiding companies through their financial intricacies to foster growth and stability. Beyond his corporate services, Phil provides multi-generational family groups with in-depth income, estate, and wealth planning, ensuring a well-secured financial legacy.
Clients appreciate Phil for his trusted advisor role, characterized by his exceptional listening skills and his ability to simplify and solve complex problems. This makes him not just an advisor but a clear communicator who crafts straightforward, actionable strategies. Phil’s combination of strategic insight and clear, empathetic communication sets him apart as a pivotal resource for businesses and families, aiming to preserve and enhance their financial well-being.
Years of Experience
48
Education
Valdosta State College, Bachelor’s
Valdosta State College, Master’s
Professional & Civic Leadership
Certified Public Accountant (CPA)
Professional Credentials
Past President of GSCPA Educational Foundation
Past President of Valdosta State University Alumni Association
Director of Valdosta State University Foundation
Director of South Georgia Medical Center Development Council