Phil joined the Zephyr team in 2022 as a Relationship Manager with over 25 years in the Financial Services industry. As a Relationship Manager his primary role is to work with clients, their families and the Zephyr Team to make sure our clients receive the very best service possible. He holds his securities registration through FSC Securities Corporation, a registered broker/dealer and member of FINRA and SIPC.

Phil is originally from New York and moved to Southern California in 2011. He currently lives in Newbury Park with his wife and 5 boys. Outside of work Phil enjoys the beach, fishing and spending time with his family.