Chief Compliance Officer
Phil joined Resources Investment Advisors (RIA) as VP of Compliance in December of 2013. Before joining RIA, Phil managed a national ERISA law practice and previously served as General Counsel for NRP Financial and NRP Advisors, a broker-dealer and investment advisory firm that were owned by National Retirement Partners, Inc.
Phil obtained his J.D. from Indiana University in 1994 and currently holds FINRA Series 7, 24, and 63 licenses registrations held with Triad Advisors. He has written numerous articles on ERISA law for retirement plan industry trade publications and is a member of ASPPA.
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5441 SW Macadam Ave. Ste 301
Portland, OR 97239
Toll Free: 877-248-0561
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Securities offered through Triad Advisors, LLC, member FINRA/SIPC. Investment advice offered through Resources Investment Advisors, LLC, an SEC-registered investment adviser. Resources Investment Advisors, LLC and iMPACT Benefits & Retirement are not affiliated with Triad Advisors, LLC.