Meet Our People

Phil's approach to financial planning continually sets him apart from others in the industry. His analysis and recommendations encompass all aspects of a family's situation - including estate tax strategies, retirement planning...

Drew has been working with Phil and the team since 2007. He is responsible for the design and implementation of client’s comprehensive investment, risk management, retirement and income solutions. Drew strives to develop...

Diane is the Practice Manager for the team. Diane has been with working with Phil since 1996. As Practice Manager, Diane oversees the day-to-day operations of the practice. She is responsible for implementing processes and procedures...

Mark specializes in providing innovative solutions to executives, professionals, retirees, and their families. His mission is to help clients achieve financial independence and security through comprehensive financial planning. As a...

Gina joined North Coast Executive Consulting in 2006. She provides administrative support and expertise in the areas of insurance and investments for members of the financial planning team. Her responsibilities include new account...

Kevin joined North Coast Executive Consulting in April, 2018. As the Financial Administrative Analyst, he is involved in several facets of the practice, including client service support, insurance support, website administration as...