Financial Advisor, began his career in financial services by coordinating and assisting in Morgan Kenwood’s educational seminars. Constant exposure to these sound financial planning concepts led to Phil’s earning his Series 7 and Series 66 securities licenses and his Life & Health Insurance license to prepare him to assist in servicing Morgan Kenwood clients. Phil is currently pursuing the Chartered Financial Consultant (ChFC®) designation and is teaching Dave Ramsey’s Financial Peace seminar at his church in Delafield. Phil’s greatest investment success has been in his wife of 31 years and their 4 children and grandchildren.