Tax, Accounting and Planning
Phil Christensen
Phil Christensen CPA, CFP, CLU, CHFC
Phil Began his career in public accounting in 1986 working for small and mid-sized public accounting firms performing audits, tax preparation and business consulting. He later became a corporate tax analyst for Red Lion Hotels where he was responsible for corporate, partnership, and property tax compliance.
In 1992, Phil began working with State Farm Insurance Companies in the management development program learning about the insurance industry. He served in many capacities over the next 12 years as an Accounting Supervisor, Business Analyst in Bloomington, IL and as a Life Health Liason supporting and traning agents in Advanced life cases as well as monitoring Variable Compliance program.
His many years working with State Farm agents and management executives across the nation have provided him with a unique expertise. Assisting new agents in developing and maintaining their offices has become one of our specialty areas.
Phil plays international soccer with Ballyhoo FC and enjoys coaching youth soccer (Yellow Jackets and Hammerheads). When there's time, he also plays golf.
Meet Our Team
