Kochis Fitz

Phillip joined Kochis Fitz in August 2005, bringing with him twelve years of experience in the financial services industry. He worked at Charles Schwab for nine years in a variety of operations management roles, and worked for three years as a Financial Planner working primarily with families and small business owners. He serves as second in command of the Investment Operations department and directly supervises our team of two operations assistants.

A native of Georgia, Phillip earned his Bachelor’s degree from University of North Carolina at Chapel Hill. He plans to begin work toward his CFP designation this year.