Meet the Team

Focus

Phillip and his team are dedicated to you and your family. Their goal is to help preserve and grow your wealth through thoughtful, time-tested portfolio management strategies built over more than 30 years. By coordinating a trusted network of professionals, they can help simplify the financial side of your life, save you time, and help you achieve what they call a “Return on Life” (ROL)—so you can focus on what matters most.

Background and Experience

With over three decades of experience, Phillip has built lasting relationships with more than 160 families spanning 44 states across the country, serving as their personal CFO. He has worked closely with family-owned businesses, professionals, corporate executives, and charitable foundations, giving him the insight needed to bring together the right team for each client’s unique situation.

His approach to portfolio management focuses on equity income strategies designed to provide stability during market ups and downs. This helps clients to feel confident in their financial journey, knowing their wealth is being carefully managed while they focus on their families, careers, and lives.

Phillip has been named as one of the Wells Fargo Advisors Platinum Council from 2006-2026 in recognition of his professionalism and commitment to excellence.

Personal

When he’s not in the office, Phillip spends most of his time with the people who matter most—his family. He loves cooking and getting out on the water with his wife, Christine, their dogs, Koda and Gunner, and their children, Alexa, Brittney, and Samuel. An avid outdoorsman and alpine adventurer, Phillip has enjoyed travels to destinations around the world. He’s also passionate about giving back and is proud to support his community through his service on the boards of the Stanley Marks Foundation, The Leukemia & Lymphoma Society, and Safari Club International.

The 2024-2026 Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism. The 2006-2023 Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.

Focus

Hiede Broccoli is a Vice President and Registered Senior Client Associate with more than 24 years of industry experience. She is dedicated to helping clients reach their financial goals and takes pride in supporting them through important milestones, from purchasing a first home to navigating retirement.

Hiede is known for building strong, personal relationships with clients and serving as a trusted partner throughout their financial journeys. She values staying connected, celebrating successes, and helping clients navigate challenges with confidence.

Background and Experience

She earned a degree in Business Administration and began her career with Merrill Lynch’s Private Client Group before moving to PNC Investments. She later joined Wells Fargo Advisors and became part of the team.

Personal

Outside of work, Hiede enjoys spending time with her husband Vince, their children, and their dog Bella. She can often be found attending her son’s track events, visiting her daughter at college, exploring the city, and making lasting memories with her extended family.

Focus

Alexa Contacos is a Branch Administrator and Senior Client Associate with four years of experience supporting clients and her team. She enjoys building meaningful connections and earning clients’ trust, whether assisting with important life events or simply being a reliable point of contact for their needs.

Alexa values the opportunity to learn and grow in her role, drawing on the experience and mentorship of her team. She is passionate about expanding her knowledge and contributing to a collaborative environment that supports clients with care and attention.

Background and Experience

She studied Marketing at the University of Alabama’s Culverhouse School of Business before beginning her career in inside sales within the international equipment rental and sales industry. She later returned to Pittsburgh to join her family’s team in private wealth.

Personal

Outside of work, Alexa enjoys spending time with friends and family, staying active, and following sports. She is a dedicated fan of college football and Formula One racing, and she enjoys hiking, reading, and working on puzzles.