Profile

Phillip L. Innes is our Director of First Impressions.  Phillip started out as our client.  We helped him obtain legal guardianship of and established a disability trust for his developmentally disabled brother.  Phillip was impressed with our knowledge and the level of personal interest we showed.  Dave accompanying Phillip to the bank to set-up the Trust account really topped it off for Phillip.  Phillip expressed interest in a position with us when he needed addition assistance with his brother’s Trust.  Phillip came on board with us shortly after that, in August of 2009, making the transition from a long career at Oppenheimer Funds.  Phillip truly cares about people and does his best to help clients in their time of need.