Phil Gebhardt, AIF®, PPC®
President
Upon graduating from Malone College in 1993, Phil entered the financial services industry as an advisor. He briefly paused for two years to work in the Trust and Financial Services Department at a local bank. In 1999, he resumed operations as an independent financial advisor doing business as Gebhardt Financial Group.
He and his wife, Brenda, have been married for 26 years and reside in Sugarcreek. They have three children: Elle; Sam & his wife, Abby; and Phillip.
Phil holds the Series 6, 7, 24, 63, and 65 securities licenses and Life, Health, and Variable Insurance licenses in Ohio and other states. He is also an Accredited Investment Fiduciary® Designee and a Professional Plan Consultant®.