Background and Education
As a Financial Planner, Phil works closely with lead advisors to provide investment management and financial planning services to individuals, families, and foundations. Phil earned a Bachelor of Science in Agricultural and Consumer Economics with a concentration in Financial Planning from the University of Illinois at Urbana-Champaign. Phil joined ShankerValleau as a Financial Planner in 2020.
Phil is a member of the Financial Planning Association. In 2019, Phil earned a spot to represent the University of Illinois at Urbana-Champaign as one of the top 8 national teams for the Financial Planning Challenge held by the Financial Planning Association
Phil resides in Evanston and enjoys exploring downtown Chicago. Phil has lived in China, Indonesia, and Canada. In his spare time, Phil enjoys cooking, traveling, and blogging.