Phil holds the dual position of Financial Information Technician and Personal Financial Counselor. Phillip Coad graduated from Marquette University in 2005 with a BS degree in Finance and Marketing. He joined Vermillion Financial Advisors in November of 2005 as a Financial Information Technician. As a Financial Information Technician he is responsible for the creation of quarterly investment performance reports, individual financial plans, various financial analyses, and the management of an assortment of client information databases. Phil is most qualified to address any questions regarding plan writing and financial planning, especially if your primary advisor in not available.

As a Personal Financial Counselor, he is a primary advisor responsible for the financial planning and investment needs of his client. Phil accomplished his goal in July 2010 of completing the Certified Financial Planners® (CFP®) program offered through Northwestern University, allowing him to join the VFA advisory staff. Phil has obtained his licenses for property, casualty, life and health insurance. Phil enjoys his current roles and responsibilities along with how much he is learning from the advisory staff.