Philip Moser, CFP®

Advisor Memphis, TN

I’m a native Texan, but I’ve fallen in love with my adopted hometown of Memphis, TN where I’ve lived for over 15 years now with my wife, Courtney, and our four boys.

In joining Five Oceans Advisors, I have the incredible opportunity to work with a team of like-minded professionals who are passionate about helping people live deeper, more meaningful lives.

In fact, the inspiration for living and helping my clients live “The Deep Life” comes from bestselling author/entrepreneur, Cal Newport and his life-changing book, Deep Work. So the fit with Five Oceans Advisors is perfect for me in my quest to go deeper in my own life and help my clients do the same!

The thing I love most about Five Oceans is the incredible team and culture that the founders have built. They empower the team to be well rounded in each of our own five oceans (money, career, health, relationships & fun) so that in turn, we can do the same for our clients!

Along with my sons, I support raising the literacy level for young people in the Memphis area through an organization called Champions for Literacy.

Outside of work, I love coaching youth sports, cycling, and cheering on my hometown Memphis Grizzlies!

Meet the team

Chris Girbés, CFP®

Co-founder, Advisor, Chairman

Chris works with founders who have built significant wealth and need a partner who understands both the financial complexity and the personal questions that come with it.

Marc Campbell, CFP®

Co-Founder, Advisor, CEO

Marc advises senior executives navigating layered compensation structures, helping them build a coordinated strategy around equity, deferred income, and long-term wealth.

Trisa Summers, CFP®

President, Partner

Trisa brings a strategic, big-picture vision grounded in deep industry experience to help guide a firm where purpose, culture, and exceptional client experience drive every decision.

Philip Moser, CFP®

Advisor

Philip brings CFP® expertise and a genuine belief that financial planning should help people live deeper, more meaningful lives — and when he's not working toward that with clients, he's coaching youth sports or cheering on the Memphis Grizzlies.

Leslie Mallman, CFP®

Advisor

Leslie brings over two decades of financial advising experience and a decade of personal healing work to help clients navigate both the practical and emotional dimensions of building a life around what matters most.

Alison Campbell MBA, MA, CFT™

Life Strategist

Ali guides clients through the deeper work around money, values, and relationships to help them gain insight they can direct into intentional action toward living with greater clarity, purpose, and lasting fulfillment.

Spencer Rand, CFA®

CCO, Director of Operations, Partner

Spencer brings a rare combination of investment expertise, data analytics, and operational experience that keeps the work behind every client relationship running exactly as it should.

Corey Oakes

Associate Advisor

Corey brings a decade of institutional financial services experience and a deep belief that people matter to every client relationship he supports at Five Oceans.

Josie Samson

Family Office Services

Josie brings eight years of business management experience, including four years directing operations at a family office — and when she's not crunching numbers, she's exploring new restaurants or chasing down a tennis match.

Alicia Martinez

Executive Assistant

Alicia brings a decade of experience supporting people through meaningful transitions — from nonprofits to entrepreneurship — and carries that same commitment to connection and care into every client interaction at Five Oceans.

Meet the full team