Phil Poggi


Phil strives every day to help his family, friends and clients gain clarity and confidence around their finances. He believes that when people live with clarity and confidence about money – without anger, conflict, anxiety or fear, their lives will be richer and more fulfilling and ultimately become better stewards. His “why” is simply to educate and guide others to have a “firm FAITH in their financial future.”

Phil is a former High School athletic director at Aiken, Kings and Sycamore High Schools, where he worked alongside thousands of student-athletes and hundreds of coaches, teachers, and administrators. In addition, he served on the local, state, and national board of directors for high school athletic administration.


Person and Group Retirement Planning
Life Insurance
Disability Income Insurance
Long Term Care Insurance
Business Insurance Planning
Group Voluntary Benefits


Miami University


Phil enjoys spending time with his family & friends and playing as much golf as possible while also coaching his son Grant. He enjoys a great cigar, fine bourbon, and his bible. He is also very active in the community acting as an Elder with Rivers Crossing Community Church and Secretary for the Southwest District Athletic Board.


Phil and his wife Danielle, live in South Lebanon with their two children, Grace and Grant and dog, Addi.

phil family