Phillip is the Founder and Wealth Advisor at Flying Forward Wealth Management, where he focuses on comprehensive financial planning. He holds an MBA from UNC Kenan-Flagler Business School and multiple certifications, including CFP® and CPWA®, specializing in tailored strategies for individuals, families, and businesses.
Outside of finance, Phillip serves as an MQ-9 Instructor Pilot in the US Air Force Reserve, continuing a passion for aviation that began at the United States Air Force Academy where he was a soaring instructor pilot and part of the Cadet Aviation Club.
He maintains a unique dual career as both a wealth advisor and a military instructor pilot for remotely piloted aircraft.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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