Phil joined Waddell & Reed in 2009 and leads the Navist Group. Through the financial planning process, his mission is to understand a client’s goals and offer investments and strategies designed to pursue those goals.
With over two decades of working within the brokerage and wealth management industries, Phil brings a depth of experience and a diversity of perspective to his work with his client’s and their families.
Phil is a native Nebraskan, growing up in the western panhandle near Chadron. He has a Bachelors from Kearney State College. He lives in Omaha with his wife Jill. They have five grown children, three grand children and a rambunctious Labrador Retriever named Poppy!