Known for his thoughtful leadership style and practical perspective, Philip works closely with families to help them navigate important financial decisions with confidence.
Joined Lido: 2026
Homebase: Tulsa, OK
Professional Focus: Philip draws on extensive experience across commercial banking, corporate finance, and wealth management to help clients navigate complexity and strive to achieve long-term financial stability.
Education: B.B.A., Finance, University of Oklahoma; Southwest Graduate School of Banking, Cox School of Business at Southern Methodist University
Previous Work Highlights: Philip joined Lido Advisors through the firm’s 2026 partnership with Jackson Hole Capital Partners, where he served as President. Prior to joining Jackson Hole in 2021, he was Chief Financial Officer at Mid-Con Energy Partners, LP and previously spent nearly two decades in commercial banking leadership roles with Patriot Bank, Summit Bank, and Bank of Oklahoma.
Personal Facts: Outside of work, Philip values spending time with his family.
