Director of Finance
Phil joined our firm in late 2020 as a Director of Finance. He is a sharp, driven, versatile professional with more than 25 years of experience in diverse industries such as middle market investing, pharmaceutical research, and hotel management. Phil started his career in public accounting with one of the “Big 6” firms and audited multiple for profit industries with a wide variety of business sizes and structures. Phil will be taking ownership of the accounting and timely financial reporting and will also be involved with leading our operations. Phil is energized by developing and implementing process improvements and incorporating metrics along the way to demonstrate value. He believes that a strong and efficient supporting structure allows the Campbell Wealth team to focus on what matters most, delivering the highest levels of service to our clients.
Prior to joining Campbell Wealth, Phil was the Chief Financial Officer/General Manager with EPL Archives where he was responsible for all operational, accounting, and financial activities of storage facilities in the pharmaceutical research industry. Prior to that he served as the Chief Financial Officer for a hotel management company and Assistant Treasurer at a middle-market investment company. With a variety of experiences in different industries and organizations, Phil brings great experience in accounting, financial reporting and operating best practices. He is a graduate of Virginia Tech, where he received a Bachelor of Science in Accounting.
Phil was born in Los Angeles, but with a military parent ended up moving to Texas, Germany, Nebraska, and Massachusetts where he graduated from high school. He is married with two children whom he is extremely proud of and always looking forward to what they will accomplish next. Phil enjoys playing a variety of sports but let us just say his spirit to win is usually stronger than his performance.