Phil is a Certified Executor Advisor (CEA) and his primary role at Cambridge is to support the Estates Planning and Administration group with key advisory expertise for executors and fiduciaries.
Phil got his start in the business world by working in and eventually leading his family business for over two decades. He then translated this wealth of experience into a thriving consulting practice focused on Family Business communications, mediation and succession planning.
As a Qualified Mediator, Phil excels at managing the expectations and emotions that can arise during the Estate Administration process so that all parties can move forward as harmoniously as possible.