Our Team

Phil founded Financially Speaking, Inc. in 1991 and directs the Investment Committee and all operations.  He also plays a crucial role in initiating and maintaining client relationships and is a key contact for client referrals.  Phil believes firmly in the value of ongoing, financial education for the benefit of his clients and shares his expertise by conducting seminars on financial topics.  He has earned the professional CERTIFIED FINANCIAL PLANNER™ and Certified Management Accountant certifications and has published a financial article in Morningstar’s 5 Star Investor.  Phil received his B.S. in Mechanical Engineering and an MBA in Finance from the University of Oklahoma.

Stacy joined Financially Speaking, Inc. in 2003.  She works closely with clients to assist them in clarifying their goals and objectives to develop an individualized personal financial plan.  She values an education-oriented approach and encourages clients to actively participate in the financial planning process.  Stacy’s passion lies in giving back to her community and she currently serves on the Board of Directors and Finance Committee for the Rocky Mountain Victim Law Center, a nonprofit law firm providing free legal services to victims of crime in Colorado.  Stacy graduated with a B.A. in Psychology from the University of Colorado in 2001 and earned her Personal Financial Planning Certificate from the Metropolitan State University of Denver in 2007.

Matt joined Financially Speaking, Inc. in March 2024.  Matt’s responsibilities include market research, investment analysis, portfolio construction and monitoring, financial planning, and client service.  Matt built and ran portfolios at Morgan Stanley from 2016-2019, and at Ameriprise Financial from 2019-2023.  He and his wife, Jeni, moved to Colorado from Florida to spend more time outdoors with their two dogs Zola and Ezra.  Matt believes strongly in the importance of ongoing financial planning, as well as feeling confident with your investments.  Matt graduated from the University of South Florida in 2016 with a degree in Creative Writing.  His next educational goal is to continue pursuing the CERTIFIED FINANCIAL PLANNER™ certification.

Brittany joined Financially Speaking, Inc. in November 2018.  Brittany’s responsibilities include overseeing the firm’s day-to-day operations, assisting with regulatory compliance, managing high-level projects, providing superior client service, and leading the team in various initiatives.  Brittany’s multifaceted experience includes all aspects of client service, banking, compliance, and business administration and management.  She received a B.S. in Business from Regis University in 2017 and an MBA in Leadership from Colorado Christian University in 2023.  Brittany’s next educational goal is to pursue the professional CERTIFIED FINANCIAL PLANNER™ certification.

Sarah joined Financially Speaking, Inc. in March 2023.  Sarah’s responsibilities include establishing new accounts, transferring assets and accounts, coordinating meetings, providing superior client service, and supporting the team with various initiatives.  Sarah graduated with a B.A. in Fine Arts from the Metropolitan State University of Denver in 2007.  Sarah’s professional experience is diverse, with banking, compliance, and management experience under her belt, as well as candle making and photography.