license # 34427
Phil holds a Masters degree from the University of North Carolina Charlotte and
is licensed as a Certified Public Accountant in North Carolina. During the examination phase of CPA
licensing, Phil scored 99 on the Regulation section. Phil is a member of the American Institute of
Certified Public Accountants and the North Carolina Association of CPAs.
Phil joined Ladd, McCall & Associates in January 2006 as a staff accountant while completing his
Masters in Tax and left the firm in 2008. He rejoined Ladd, McCall & Associates in 2009 upon leaving
the Big 4 Firm of Deloitte and Touche. Phil is now a partner in the firm and focuses on the Cornelius market; he performs accounting, management consulting, tax planning, tax preparation, and
research for individuals and corporations, including: Limited Liability Companies, Subchapter S
Corporations, and Partnerships. His professional passion lies in helping clients with personal
financial planning, retirement planning and budgeting. "I've learned through personal experience
that everyone needs to spend more time to set their personal goals and to obtain the information
needed to reach those goals." Business services include analysis of financial information, retirement
planning, reviews, and compilations of financial statements.
Originally hailing from Ontario, Canada, Phil moved to North Carolina in 2005 when he married his
beautiful wife Kristin, who hails from Lake Norman. The couple is blessed with three
daughters, Eva, Jackie and Cameron. While his favorite hobby has always been
hitting the links, Phil has discovered his passion for all things Southern including NASCAR, country
music, and good Southern food. Thoughts abound that maybe Phil should have been here in the South
his whole life.
Phil is dedicated to the growth of Ladd, McCall & Associates and the Lake Norman area by providing
staff training and leadership to the Ladd, McCall & Associates professional team, as well as involvement
in the community.