Bill is a founding principal and managing director of AIM Capital of Arizona, and has served a select group of clients as an advisor for over 20 years. He holds an undergraduate degree in economics from Whitman College, a master’s degree in business administration, and is a licensed Certified Financial Planner, (CFP®). He is the Chief Investment Strategist, and is a member of the investment council responsible for establishing investment policies and portfolio strategies, including market and economic analysis.

Prior to founding AIM Capital, Bill was the President and CEO of The Hill Investment Group, LLC. Prior to that, he spent over a decade managing investments for Charles Schwab & Co’s, where he managed over 250 million dollars for both families and foundations. He has extensive experience in analyzing financial models, reviewing scenarios and recommending strategies to individuals and families, to help them work toward their financial goals.

Bill was born and raised on a cattle ranch in the mountains of Idaho. He currently resides in Scottsdale, Arizona with his wife Julie, and their two golden retrievers, Lexi and Goose.

Phil is a founding principal and managing director of AIM Capital of Arizona. He brings over 20 years of experience providing wealth management services to clients. Phil holds Certified Financial Planner (CFP®), Chartered Financial Consultant, and Certified Life Underwriting designations; all of which require advanced education within our industry. Phil is the Chief Investment Officer, and is a member of the investment council. His responsibilities and experience include developing long-term investment strategies and communicating complex financial concepts.

Phil was born and raised in Los Angeles, Prior to founding AIM Capital of Arizona, he started his investment career in 1987 with Cantor Fitzgerald, spent the next 15 years as a financial advisor with Charles Schwab & Co., and then established his own firm, PLN Investment Strategies, LLC. Phil works extensively with clients in all realms of financial planning and portfolio management. His experience and ability to objectively analyze each client’s situation, allows him to provide sound financial advice, exceptional customer service and a tailored plan.

Phil has been happily married to Michelle since 1997 and has two boys who keep busy with their active year round basketball schedule and general love for sports. In his free time, Philip enjoys spending time with his family and friends, playing basketball with his kids, cycling, traveling and reading.