Our Team

Helping Clients Retire with Confidence

Phil Lorenzon helps families prepare for life’s certainties and surprises. As Vice President of Case Design and Product Management at SRS, he creates tailored retirement strategies backed by analytics and firsthand experience. Phil also leads investment portfolio design at Duke & Duke Wealth Management and offers Medicare expertise.

Client Praise

“Phil and Mike helped me find the right investment strategy for both the short and long term. They were patient and knowledgeable—highly recommended!”
— Mitchell Kurtzer, SRS Client

Beyond the Office

Phil lives in Southeast PA with his wife, three children, and mother. He enjoys golf, coaching his son’s sports teams, and tackling massive jigsaw puzzles.