Bob Wheatley – the “Gen Xer”
Started his financial services career in 2008.
Later joined Phil at Infinity Financial Partners in 2011.
Tyler Dove – the “Millennial”
Began his career in 2013.
Joined Phil and Bob in August of 2015.
Earned his CFP designation in 2017.
Toni Powell – the “Specialist”
Our incredible administrative assistant and office manager.
Started working with Phil in 2005.
As a “multi-generational” firm, we're there for you through the important phases of life, whether it’s marriage and children, retirement, or when a loved one passes away. Many financial advisors are in Phil's age group and retire as their older clients retire – at a time when their clients need them the most.
We know that client/advisor relationships are built on a foundation of trust that develops and solidifies over time.
We also collaborate directly with our clients’ tax advisors, estate planning attorneys and other financial professionals as part of a comprehensive planning approach. Our job is to consult with our client’s financial team members on their behalf.
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CA CO FL GA KY MD MO MT NC NJ NV NY OK PA SC TX VA
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to the accuracy and completeness.
