Hello! I’m Philip. I have called Austin, Texas home since 1997. I attended the University of Texas in the Department of Theater & Dance where I met Julia while we worked backstage for a children’s dance show about a baby monkey. Eighteen months later, we were married.
I spent several years as a ‘starving artist’ – waiting tables, parking cars, and making lattes. Eventually I became a theater instructor, where I fell in love with teaching and coaching my students. I led hundreds of theater productions at ZACH Theater, KidsActing, and more.
Eventually I left the professional artistic world when a recruiter for a financial services firm said “This industry needs more people like you – a people person”. I was inspired to make a difference in a notoriously un-caring industry, and began to study for the Series 7 exam in 2011. I’ve been in love with financial planning ever since. In 2015 I went on to pass the Certified Financial Planner™ Board Exam (the most challenging certification in the entire industry), and I now wear the ‘CFP®’ marks with pride.
Julia is a Swiss/Texan who was practically raised on the stage. She ADORES getting to use those talents to empower and inspire others to take charge of their own financial destiny. Spending several years in the mortgage industry gave her number-crunching confidence and a unique insight into Real Estate and lending. She’s also a self-professed foodie, budget-wizard, yogi, a vintage-clothing collector and has owned several of her own successful businesses. Her excitement for teaching people, especially other young women, about financial matters is matched only by her passion for costume dramas and reading sci-fi.
We live in north Austin with our rescue pitbull Jazz and are active dog-foster parents through Austin Pets Alive. Housing shelter pets until they are adopted by their ‘forever families’ brings us great joy. We are also actively engaged with the theater community; Julia being seen on stage with the Hidden Room and Penfold Theater companies; me directing for Penfold Theater and Soubrette Productions. We also have a particular passion for serving the foster-children community of Austin through Partnerships for Children and Austin Stone Community Church.