Phil Stanley has a passion for developing innovative strategies for his clients. He founded the firm in response to the client demand for access to a variety of planning and investment solutions all in one place.
He is a Financial Advisor that holds his series 7, 66 and Life/Health Insurance licenses. Phil graduated from Texas A&M University with a Bachelor's in Corporate Communications.
Phil is a proud father and enjoys spending time with his family, friends, mountain biking, and contributing to his community.
Kristine loves helping clients achieve financial freedom through investment strategies that promote wealth creation and growth. She has a particular passion for educating others on the investment potential and mechanics of Bitcoin and blockchain technology, and helping clients think through the risks and benefits of adding digital assets to a portfolio.
Kristine is a Financial Advisor that holds her series 65. She graduated from Texas A&M University with a Bachelor’s in Psychology.
Kristine enjoys traveling, DIY projects, engaging conversations, long walks, music, laughter and learning new things.
Anna is the glue that holds the firm together!
Her experience in assisting multiple executives from small to large size companies serves her well as she oversees all the moving parts and keeps the day to day operations of PM Squared functioning properly. If you have any questions don't hesitate to reach out to her, as she is usually the one who knows what is happening.
Anna spends her free time rescuing and rehabilitating horses, farming, scuba diving, and trying new things.