As a next generation talent at CornerCap, Philip brings fresh perspective to how we serve Gen Z clients – whether they are independently starting their financial journey, or their parents are working with CornerCap to enhance their children’s financial education . Because he walks in the shoes of the Z client, he’s uniquely positioned to oversee the CornerCap wealth accumulation experience designed specifically for HENRYs (High Earners Not Rich Yet). Philip bridges his client service into Gens X and Y, as well, since he supports a variety of financial planning needs for clients in those age ranges in collaboration with our team of Wealth Advisors. In his spare time, Philip leverages his professional skills to give back to the community by donating his time to students and disadvantaged families in need of help with their taxes, a passion for helping and problem solving that comes through in his interactions with CornerCap clients.
Education and Accreditation
- BS, Financial Planning (major) and Sports Management (minor) – The University of Georgia