My Story
As the Managing Director of Insurance Marketing for our partner, Valmark Financial Group, Phil is responsible for managing and mentoring a team of associate analysts and interns to equip the next generation of insurance professionals. He serves as an escalation point for Members assisting with challenging case designs and troubleshooting insurance carrier issues.
Mr. Jackson is a Chartered Life Underwriter® (CLU®) and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. He holds a BA in Marketing and Business Administration from Indiana Wesleyan University and an MBA from Palm Beach Atlantic University.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
EDUCATION
- + BA in Marketing and Business Administration, Indiana Wesleyan University
- + MBA, Palm Beach Atlantic University
DESIGNATIONS
- + CLU® – Chartered Life Underwriter
- + CFP® – Certified Financial Planner
LICENSING
- + Series 7 and 24 Registrations
- + Ohio Life, Health and Variable Licenses
Our Team
The Focus On Success team is experienced in all areas of financial planning and completely dedicated to our clients' unique and ever-changing needs. Our diverse backgrounds allow us to provide a holistic approach to your long-term financial strategy.
