Philip T. Straley CPA/PFS, is an Investment Adviser representative of Avantax Advisory Services℠ and a registered representative of Avantax Investment Services℠. Phil has also been a licensed CPA for over 30 years and is the Managing Partner at Straley Lamp & Kraenzlein P.C. in Alpena Michigan.
Phil Straley, CPA / PFS
Check us out on BrokerCheck
Phil received his Master’s degree in Political Science, minoring in Economics and History, from Eastern Michigan University. He is also a Veteran of the US Army. In addition to being a licensed CPA, Phil has been licensed as an investment and financial advisor since 1999, holding both the Series 66 and Series 7 security licenses, as well as the Personal Financial Specialist designation (PFS).
Phil is assisted in the investment planning division by Ashley Robertson, who received her Bachelor’s degree in Public Policy from Michigan State University. Ashley also holds the Series 66 and Series 7 security licenses. Ashley has been in the investment and financial planning division since 2012, previously working in finance and HR since 1999.
We formulate a diversified portfolio of investments based on your goals, your needs, and your risk tolerance from a variety of resources. We personally select mutual funds, exchange-traded funds, stocks, and bonds. We continuously manage these securities and recommend improvements and modifications suited for your needs.
We strongly believe key investment decisions revolve around clearly defined goals, implementing those investment goals, and maintaining a disciplined approach.
We are not market timers, we do not chase past performance, nor do we sell based upon rapid price momentum in the markets. We look for intelligent growth through a blended investment strategy.
We currently have individuals licensed to offer securities in the states of California, Florida, Hawaii, Michigan, and Texas. This is not an offer to sell securities in any other state or jurisdiction.