Burt Phillips EA, CFP®
Burt has been working with his investment clients since 1993. In 1997 he joined LPL Financial and led the investment, insurance, and tax preparation programs of a local financial institution. Burt joined his colleagues at Dusckas Advisory Group in 2015.
Burt holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and is enrolled to practice before the Internal Revenue Service as an Enrolled Agent (EA). He earned a baccalaureate degree in Finance and Management from Columbia College, and a certificate in financial planning from Boston University.