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Phil joined KEB in 1997. Prior to joining KEB, Phil worked for two years with the Illinois Department of Insurance.
Phil is the leading public accounting insurance expert in central Illinois. He provides services for both life and health and property and casualty insurers. In addition, he provides services for government high-risk health insurance plans, fraternal benefit societies, public entity risk pools and group self-insurance pools. For these clients, Phil provides audit, controllership, tax, consulting and financial statement preparation services.
Securities and Exchange Commission (SEC) Engagements
As a part of KEB’s insurance and broker dealer practice, Phil services clients who file financial reports with the SEC. KEB is a registered firm with the Public Company Accounting Oversight Board (PCAOB) and is regularly examined as a part of the PCAOB examination program. Click here for a link to PCAOB 2015 Inspection Report .
Since joining KEB, Phil has worked with numerous women and men religious community clients and has provided audit, review, bookkeeping and consulting services. Phil has assisted religious clients with reconfigurations and mergers. On an annual basis, Phil attends, and at times is a speaker at, the national conference of the Resource Center for Religious Institutes (RCRI) in order to better assist clients with the latest trends for religious communities.
Phil provides audit, review, information return, financial reporting and consulting services for labor unions, associations, and other tax-exempt entities.
Phil provides audit services to employer sponsored employee benefit plans including 401(k) plans, health and welfare plans, and single and multi-employer defined benefit pension plans. Phil performs both limited-scope and full scope audit engagements for benefit plan clients.
Phil received his Bachelor of Science in Business Administration/Accounting from Illinois College. He is licensed in Illinois, Missouri, Wisconsin, Kentucky, Oklahoma, Texas, Kansas, and North Dakota as a Certified Public Accountant.
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