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Phill C. Ingram CLU, ChFC

Phill C. Ingram CLU, ChFC

Owner

Followers of Phill C. Ingram CLU, ChFC403 followers
location of Phill C. Ingram CLU, ChFCAlbuquerque, New Mexico, United States

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  • Timeline

  • About me

    President, Ingram Financial Resources, LLC

  • Education

    • Texas Tech University

      1969 - 1971
      BBA Marketing and Finance

      Activities and Societies: Phi Gamma Delta (Fiji) fraternity Major in Business Administration with a concentration in Marketing and Finance

    • New Mexico Military Institute

      1964 - 1967
      Diploma

      Activities and Societies: Swim Team, Letterman's Club Past President of the NMMI Board of Regents (2004-2010)

  • Experience

    • Ingram And Associates

      Jul 1971 - Dec 2012
      Owner

      Life Insurance and Financial Services

    • First Financial Resources

      Jan 1981 - now
      Founding Principal

      Former board member of First Financial Resources, a national group of insurance and financial firms.

    • Gamerco Associates Partnership

      Jan 1985 - Dec 2017
      Managing Partner

      Strategic planning, financial management,

    • Gallup Newco Ltd Partners

      Jan 2008 - Dec 2017
      Managing Partner

      Manage the holding company as a liquidating entity. Prepare cash flow projections, insure partners receive their distributions in a timely manor

    • NMMI Foundation

      Jan 2010 - Jan 2017
      Trustee

      Review of investments, scholarships, sales of property, fund raising

    • The Higher Learning Commission

      Aug 2011 - Dec 2014
      Public Member of the Institutional Actions Council

      Selected as one of 20 public members for the Higher Learning Com. Involved with accrediation of Higher Learning Institutions in the North Central district

    • Ingram Financial Resources, LLC

      Jan 2012 - now
      President

      Provide solutions to complex financial, estate and business planning issues for high net worth individuals, families and professionals.

    • NMMI

      Jan 2014 - now
      Regent

      Reappointed to the Board of Regents of New Mexico Military Institute. Current Secretary-Trweasurer

    • New Mexico Fiji Graduate Chapter

      Jan 2014 - Feb 2015
      Treasurer

    • US AIR FORCE INSPECTION AGENCY (AFIA)

      Jan 2014 - Jan 2016
      Honorary Commander

      Liaison between the Albuquerque community and the US AirForces Inspection Agency based at Kirkland AFB

  • Licenses & Certifications

    • Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC)

      American College at Bryn Mawr
      Sept 1976

    • Financial Counseling

      THE AMERICAN COLLEGE
      Mar 1982

    • Advance Estate Planning

      THE AMERICAN COLLEGE
      Aug 1982