Phil is a partner at Inflection Financial. He previously founded Ducere Capital – a wealth management practice. His prior work experience included directing executive compensation, company stock, and retirement plans for Rackspace Hosting. Early in his career, Phil served his country as a civil engineer officer in the United States Air Force. Phil earned his Masters of Business Administration degree with Honors from The Wharton School at The University of Pennsylvania and is also a Distinguished Graduate of The United States Air Force Academy. Phil is a CFA® Charterholder, a CERTIFIED FINANCIAL PLANNER™ practitioner, and an Enrolled Agent. He is married to his high school sweetheart and has three children. In his spare time he enjoys cycling the Texas hill country and playing pickup basketball.
Amy is a partner at Inflection Financial. She has been in the retirement plan industry since 2007 and oversees the establishment and management of retirement programs. In addition to ensuring regulatory compliance for plans, her responsibilities also include fiduciary management. Her support includes analysis and preparation of material respective to plan design, employee education, investment selection, investment reviews, asset management and asset allocation. She also assists 401(k) administrators and participants with their plan and processes. Amy earned her Bachelor of Arts degree from Belhaven University. She is married and has a son, both of whom are the joy of her life. Her interests include healthy living and all things related. She enjoys any opportunity to be at the beach and spending time with her family and Miniature Schnauzer, Winston.