Meet Your Dedicated Team

Jeff joined Fisher Investments in 2022. He began working in the financial services industry in 1997. Previously, he worked as a Dedicated Financial Advisor at Schwab and a Financial Planner at Financial Management Concepts. In addition to being a CFP^® professional, Jeff studied Biomedical Sciences at Valencia College.

Phil joined Fisher Investments in 2022 and has more than 30 years of legal experience. Previously, he practiced law in Florida, specializing in estate planning, trusts, business succession planning, tax law and asset protection. Phil is a Florida-licensed CPA and a CAP^® and CFP^® professional. Phil earned his JD from Indiana University, an LLM in Taxation from the University of Florida and an MBA from Vanderbilt University.

Patrick joined Fisher Investments in 2022. In the Portfolio Evaluation Group, Patrick specializes in personalized portfolio analysis and investment strategy recommendations.

Cameron joined Fisher Investments in 2022. Before becoming an Associate Investment Counselor in 2025, he served as a Regional Sales Associate and Onboarding Specialist. Cameron earned a Bachelor of Science in Economics from Florida State University.

Carly joined Fisher Investments in 2025. She earned a Bachelor of Science in Finance from the University of Tampa.

Matt joined Fisher Investments in 2024. He earned a Bachelor of Science in Nutrition from Texas A&M University.

Louis joined Fisher Investments in 2024. He earned a Bachelor of Science in Business Administration from University of Tennessee.