I am a Founder and Financial Advisor at GilesMcPhail Wealth Management, where my primary responsibilities include financial planning, investment strategy, and asset allocation. I have worked in the financial services industry for over 15 years, previously working at Wells Fargo Advisors before starting GilesMcPhail. Prior to beginning my career in financial services, I obtained a Bachelor of Arts in Journalism in 2001 from the University of Mississippi.
What motivates me in this profession is working with people and helping them build for the future. When it comes to my job, I most enjoy the personal relationships with clients and hearing their life's journey. Each client brings unique experiences and goals, and I find great fulfillment in being part of their financial story and helping them navigate toward their dreams and aspirations.
I believe that the greatest value I can provide for my clients is being someone who listens and can help them problem-solve. Financial planning isn't just about numbers and investments—it's about understanding each person's individual circumstances, concerns, and objectives, then working together to create strategies that fit their specific needs. This personalized approach has been the foundation of my practice throughout my career.
I currently live in Oxford, Mississippi, with my wife and our two sons. All that I do each day is for them and to make sure I can be a good example and to make sure they are taken care of. Outside of the office, I recently joined the board of CASA, an organization that helps foster kids. In my free time, my family and God are my passions. I love the discipline of exercise and how it pushes me, and I want to challenge myself each day spiritually, mentally, and physically.