Philip Johnson is a Financial Advisor at Oak Leaf Financial Group.
With nearly seven years of experience in the financial services industry, Phil has built a career around a belief that people deserve guidance that is truly built around them. His background spans investment analysis, client service, and wealth management across a national faith-based financial organization, a global banking institution, and Oak Leaf Financial Group, giving him a well-rounded perspective that he brings to every client he works with.
Phil brings nearly seven years of hands-on financial services experience to every client relationship.
Phil's career started as an Investment Analyst, studying markets, managing client portfolios, and playing a key role in launching a new wealth management firm. He then moved to a global banking institution as a Licensed Customer Service Specialist, supporting high-net-worth Private Banking clients and sharpening his skills in compliance, operations, and problem-solving. Most recently, Phil served as an Advisory Assistant at Oak Leaf Financial Group, where he worked closely alongside advisors, supported clients across a wide range of needs, and executed trades with precision. He's comfortable across all aspects of the client experience, and now he's stepping into a full advisory role of his own.
Phil's approach is straightforward: understand what matters to you and build a strategy around it.
Phil works with clients across a wide range of financial situations and goals. Whether someone is just getting started, thinking through retirement, managing investments, or working through a financial transition, Phil focuses on making the process clear and approachable. He's well-versed in the tools and technology that make client service run smoothly, and he takes pride in keeping things organized and running well behind the scenes
Phil is passionate about golf and giving back.
A four-year letter winner on the University of Wisconsin–Eau Claire Men's Golf Team, Phil brings the same focus and work ethic from the course into everything he does professionally. He is family-oriented and looks forward to building a family of his own someday. In the meantime, you'll find him on the golf course, staying active, and looking for ways to make a real difference in the lives of the people around him.