Phil has been a mortgage professional for well over a decade, with experience as both a top producing originator and a sales leader throughout his career. He has always been passionate about building, coaching, and improving sales teams. His positive leadership approach focused on building self-confidence and success for his teams. Culture is an extremely important word to Phil. He believes in the importance of teamwork and collaboration.
Building strong, trusting relationships is important to Phil. His mission is to help them to reach new levels of success and fulfillment in their career. He enjoys the process of learning about the strengths, weaknesses, likes/dislikes, motivations, purpose, and goals of each person on his team. He looks to help each person clarify and convert their “why” into increased motivation, focus, and discipline.
Phil has a strong background in Realtor referral partner relationship development and management. During his career, he has been responsible for building and maintaining referral partner relationships on a large scale under both in-house and retail platforms. He most recently managed a sales team responsible for serving over 800 Realtor referral partners in Northern CA under the largest Real Estate-Mortgage joint venture in the country.
He takes great pride in working for Synergy One Lending and believes that the combination of leadership, culture, products, tools, and resources provided at Synergy One are second to none in the industry. The strong financial foundation, vast industry expertise, incredible cultural makeup, nimble organizational structure, and innovative focus here at Synergy One enables his teams to thrive in the modern mortgage environment.
Phil believes success in the modern mortgage environment requires a commitment to adopting and mastering the various technological and product enhancements, while also being stubborn in the commitment to excellent personalized customer service. The combination of these two things provides the ultimate customer experience.
When not engaged with work, Phil spends his time with his wife, Laura, and 3 children, Samantha, CJ, and Whitney. His family is his “why” and he enjoys doing fun things around town and taking trips. He loves taking them to their quiet vacation home at The Sea Ranch on the Northern California coast.