Phillip Gray, MBA, CFP^®
CERTIFIED FINANCIAL PLANNER^TM

Spending the summers before his sophomore and junior years of high school cycling thousands of miles through Europe and later exploring West Africa with his father after business school etched one of Phillip's core principals into stone - “Vigorously Pursue Your Passion.” He went on to build upon his computer science degree from Dartmouth College and MBA from UCLA/Anderson to enjoy a successful career in software marketing and sales with Microsoft and Oracle Corporations.

Ultimately his passion for saving and investing led him to make a career change which allows him to continue to do what he loves. While pursuing the CERTIFIED FINANCIAL PLANNER™ professional certification, Phillip met Steve Sant as a pupil in Steve's Fundamentals of Financial Planning course at Seattle University.

Phillip believes that wealth management is about values, not just money, and believes that investors benefit when they have a clear financial path to their future. He is committed to providing exceptional service to all of the firm's clients and their families.

Personal
Raised in New York, Phillip moved to Washington to work for Microsoft. Phillip and his wife, Gail, live in Seattle. Phillip loves to be active, especially with their two young boys, Alexander and Christopher, who have recently started exploring Cyclo-cross, a form of bicycle racing.