Director of Operations
Phillip joined Convergence Financial as the Director of Operations in 2024. He is an Army combat veteran, where he spent years leading individuals in a high pace setting. Once his service was completed, he graduated in 2017 with a Bachelor of Science in Business Administration from the University of Missouri and got right into the financial industry. Phillip has held his Series 7 and 66 since 2018. As a previous Investment Advisory Operations Manager, Phillip learned the tools needed to run an operation on a high level. His passion for finance, and military background, allows him to bring a diverse level of experience that helps ensure a strong operational foundation for Convergence Financial.
Outside of work, Phillip, along with his wife Jenni, loves traveling, watching Chiefs and Mizzou football, and working on veteran initiatives in Missouri.