MEET PHIL

Phil has ten years of public accounting experience at both Andersen Tax and Deloitte, focusing on ultra-high net worth individuals, pass-through entities, trusts, and estate planning. With a client history ranging from working people to small local businesses to numerous members of the Forbes 500, Phil has the expertise to navigate you through any situation.
 

In addition to Phil’s time with multi-national accounting firms, he also serves as the tax director of an institutional trust company based in Seattle. This role has allowed Phil to understand that the best advisors consider not just the dollars and cents, but also family governance. 
 

Phil considers it a privilege to bring these experiences to his own firm, where he can help families and businesses grow. 

Education: 

B.S., Business/Economics from the University of California Santa Barbara

M.S., Accountancy from California State University Fullerton.