Phil McGrath

Director of Business Initiaves

Phil is an experienced financial professional with 12 years in the consumer finance industry, having worked with some of the most recognizable names in the business, including TD Bank, Rocket Mortgage (formerly Quicken Loans), United Wholesale Mortgage, and Guaranteed Rate. Throughout his career, Phil has excelled in various roles, primarily as a mortgage banker and senior underwriter, where he developed a deep understanding of lending processes and a general financial aptitude. As a registered investment advisor representative, Phil brings a unique combination of expertise in both traditional finance and investment management, allowing him to provide comprehensive financial strategies to clients.

Phil’s competitive spirit drives his approach to work—always striving for excellence and pushing for optimal outcomes for clients. Outside of the office, Phil is an avid dog and animal lover, often spending his free time hiking, kayaking, and exploring the outdoors. He’s also a tech enthusiast with a passion for computers. Recently married to his beautiful and incredible wife, Abby, Phil is enjoying this exciting new chapter of his life, balancing his career with his love for family, animals, and the great outdoors.