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OUR TEAM

Phil Hotz
Financial Professional

Phil Hotz
Financial Professional

Phil Hotz has been in the financial services industry for eight years. Previously he oversaw a team of independent agents, providing training and personal development coaching to ensure real success. He was also a manager for the National Teacher’s Associates, educating the educators on how to best utilize the benefit options available. He empowered teachers to enhance coverage and performance while saving and finding them money on a daily basis. “The best way to help someone is to understand them, which requires listening and absorbing their vision and goals.” He frequently assisted with claims processing for teachers in Alabama and Tennessee.

As Phil puts it, “I help people create safety and a foundation under what they have worked so hard to build. My job is to educate our clients so they can make informed decisions about their long-term financial goals and build a retirement plan that’s right for them. We work for our clients—not the providers of financial products—and have their best interests in mind at all times. I get great satisfaction from helping my clients achieve their financial goals.”

Phil grew up in Southeast, Michigan. He moved to Nashville in July of 1995 with his oldest child Autumn, this is where he met his dearest wife Melissa. Married December 31, 1999, Phil and Melissa have four children; Autumn, Philip, Ethan and David, and two grandchildren, Genevieve and Elanor, who is expected in October. Phil enjoys spending time with his family visiting adventure parks, taking thrill rides, traveling and going to the beach. He coaches baseball, gives back to the community by giving blood and platelets and helping with community clean-up projects.

Phil’s philosophy about work is the same as his philosophy about life, “The approach is to mentally become the client. Faced with the same circumstances, utilizing the knowledge available what makes the most sense for each step toward achieving the desired outcome?

Contact Phil Hotz at phil@gces.us