Nearly 170 years of putting customers first.
Phil is a Portfolio Manager with Private Wealth Reserve within FNBO Wealth. He works with clients to develop and implement investment strategies tailored to their unique goals, helping individuals and families navigate complex financial decisions with a thoughtful, disciplined approach.
He brings extensive experience managing investment portfolios and advising clients through a wide range of market environments, with a focus on building long-term relationships and delivering personalized wealth solutions.
CREDENTIALS
Phil earned a Bachelor of Science degree in Economics and Finance from Missouri Southern State University and is a CERTIFIED FINANCIAL PLANNER® professional.
He began his career with U.S. Bank in Joplin, Missouri, before relocating to St. Joseph, Missouri, in 2009, where he assumed investment management responsibility for a diverse group of clients. Following a 16-year career with U.S. Bank, Phil joined UMB in 2022 as a Senior Portfolio Manager before joining FNBO Wealth.
PASSIONS
Born and raised in Joplin, Missouri, Phil enjoys spending time with his wife, their two children and family and friends. Outside of work, he enjoys golf, the outdoors and reading.
Phil is also passionate about giving back to his community and has served as a former board member for Pivotal Point Transitional Housing, as well as Treasurer and current board member for the United Way of Greater St. Joseph.
Private Wealth Reserve Form CRS and Privacy Notice are available under the Resources tab.
“FNBO Wealth” is a brand name that refers to First National Bank of Omaha (“FNBO”) and certain of its affiliates and subsidiaries that provide or make available trust, investment, securities brokerage, investment advisory, banking, and related services.
Certain investment advisory services are provided by First National Advisers, LLC (“FNA”), with certain services provided through Private Wealth Reserve, a trade name used by First National Advisers, LLC (FNA), an SEC registered investment adviser and wholly-owned subsidiary of FNBO.
INVESTMENT PRODUCTS ARE:
NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, FNBO OR ANY OF ITS SUBSIDIARIES OR AFFILIATES • MAY LOSE VALUE
FNBO, its affiliates, and subsidiaries do not provide legal or tax advice.
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© 2026 First National Bank of Omaha (FNBO). All Rights Reserved. 1601 Dodge Street, Omaha Nebraska, 68197
FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer.
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Only deposit products are FDIC insured.
Investment Products are: NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE
Awards based on independent surveys and editorial methodologies for the years shown. Recognition does not imply endorsement or affiliation.