Phillip brings over 19 years of long-term planning experience to McDermid Financial Group. Phillip currently resides in Clarence Center, NY, where he lives with his wife Michelle and their four children, Chloe, Holly, Timothy and Charlie.

Areas of Practice Specialty:

• Comprehensive Financial Planning,  Wealth Management, Retirement Income Planning

• Business Succession & Exit Planning, Executive Compensation, Estate Planning

• Risk Management:  Life Insurance, Disability Income Insurance, Long-Term Care Insurance Planning

Professional Affiliations:

• Member of Finseca since 2019

• MassMutual AAX (Agents Association)

• Million Dollar Roundtable – Qualifying Member (MDRT) 2019, 2020, 2021, 2022, 2023 & 2024

Professional Accomplishments:

• Chair – FinsecaNY (2021 – 2022, 2025-Present)

• Committee Member – FinsecaNY Advisory Council (2022 – Present)

• Committee Member – Finseca State Advocacy Working Group (2022 – 2024)

• MassMutual AAX (Agents Association) Committee Member (2022 – 2024)(2025-Present)

• Board Member – Buffalo Society of Financial Services Professionals (2021 – 2022)

• President – New York State Association of Insurance & Financial Advisors (NAIFA) (2019 – 2020)

• Board Member – New York State Association of Insurance & Financial

• Advisors (NAIFA) (2018 – 2020)

• President – Buffalo Association of Insurance & Financial Advisors (NAIFA) (2016-2017)

• Board Member – Buffalo Association of Insurance & Financial Advisors (NAIFA) (2015 – 2020)

• MassMutual Leaders Club Qualifier - (2016, 2019, 2020, 2021, 2022, 2023 & 2024)

• MassMutual Blue Chip Council – (2021, 2023, & 2024)

• Michael J. McDermid Exemplary Person Award (2021)

• Vision Financial Group Experienced Associate of the Year Award (2021)*

• Vision Financial Group Veteran Associate of the Year Award (2024)**

*Recognition is given by Vision Financial Group to the associate who has more than 60 months and less than 15 years experience in the insurance industry. All associates in this category accumulate points during the year. Award is given based on prior calander year.

** Recognition is given by Vision Financial Group to the associate who has more 15 years experience in the insurance industry. All associates in this category accumulate points during the year. Award is given based on prior calander year.