Phillip P. Putney, CPA, PFS, MST
Login to view DISC.Phillip is the President of AFS Wealth Management, a firm he founded to focus on retirement planning. A CPA with a Masters in Taxation from Walsh College, he specializes in creating tax-efficient financial strategies for business owners and retirees, leveraging over 30 years of experience in the industry.
A long-time resident of Livonia, Michigan, Phillip is family-oriented and active in his local church. He and his family enjoy the outdoors, particularly camping, having once taken a 3, 500-mile camping trip to the Grand Canyon. This suggests a love for travel and creating memorable family experiences.
Unique fact: Phillip is recognized as one of Ed Slotts Master Elite IRA Advisors, a designation held by a select group of financial advisors nationwide.
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DISC behavioral profile
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