Craig Phillips, CFP®, AIF
As a founding partner, Craig has 30+ years in the industry. He has been managing custom investment solutions for since 1995, even serving on the Bank of New York/ Mellon Pershing Advisory Board during the 2008 Financial Crisis. For years he shared his expertise on the nationally syndicated radio show “Talking Money”. He is a life long Clearwater native with a knack for finding adventure.