W. Bruce Phillips, MBA, CFP
Bruce Phillips had been providing financial consulting to a broad range of clients since 2000. He holds an MBA in Finance from The Wharton School at the University of Pennsylvania, and is a CERTIFIED FINANCIAL PLANNERtm. His primary work today focuses on financial modeling for clients, discovering with them what they can expect in their lifetime financial future given their current path. The next step is to investigate what changes they could make to that future with thoughtful financial education and advice leading to alternative scenarios. All of these current and future positions are tested in "live" models that Bruce uses with his clients to answer their questions and chart their future.
Bruce and his wife Pamela live in Roswell, Ga. and are active in local church and community affairs. Only one of their four daughters remains in the area, so traveling is a big part of their lives!