Phyl has been a tax and accounting specialist for over 35 years and applies this knowledge to her financial planning practice. In 1997, after selling a successful accounting practice in the suburbs of Philadelphia, PA, she moved to Scottsdale, AZ and incorporated total financial planning into her new practice.
Phyl earned her Bachelor of Science degree from Pennsylvania State University majoring in secondary education. Following a brief career in teaching, she began working for an accounting firm while getting her MBA degree from LaSalle University in Philadelphia, PA, majoring in accounting, taxation and financial planning. Following graduation, she opened her own firm specializing in tax preparation, audit representation and tax planning. Having successfully completed a rigorous two-day exam at the IRS, she is enrolled to practice before the Internal Revenue Service to represent her clients. She completed a post-graduate certification at Arizona State University in financial planning after moving to Arizona.
Phyl joined Summit Wealth Group and its subsidiary, Summit Accounting Solutions, in October of 2017 to add a new dimension to her practice: wealth management. She employs her love of teaching in the financial planning process; making sure her clients fully understand each step of the way and the investment choices that are recommended.
Phyl has always set her focus on serving physicians, pharmacists and nurses as well as those in highly compensated sales and administrative positions; most of whom are in the medical profession. Working with a specific clientele has allowed Phyl to develop unique expertise to better serve her clients.
Phyl grew up in New York and moved to Philadelphia, PA when she began high school. There she met the love of her life, Gary, who she has been happily married to for over 45 years. She loves football, cheering on her Penn State Nittany Lions and New England Patriots. She also loves to cook, especially revamping high calorie dishes to healthy, low caloric ones. She and her husband travel at least once a year to New York City where they enjoy going to the theatre and fine restaurants.
Security and Advisory services offered through Commonwealth Financial Network, member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services through CES Insurance agency. Tax and accounting services offered by Customized Wealth Strategies LLC and Summit Accounting Solutions are separate and unrelated to Commonwealth Financial Network.