Meet The Team

Phillip R. Cohl
Senior Vice President/Investments
Portfolio Manager - Solutions Program

Phil Cohl began his career in the investment industry in 1966 as a financial advisor.  In 1989, he became one of the first financial advisors to be selected for the discretionary portfolio management program at his prior firm.  Phil holds a bachelor's degree in international economics from the University of Southern California, where he avidly attends Trojan football games.

One of his great passions is mentoring students and promoting their growth in the field of finance.  As such, he is entering his 7th year as a volunteer professor at Cal Poly where he co-teaches the Student Managed Portfolio Program senior project.

Phil currently serves as President of the Five Cities Men's Club, a local non-profit organization that raises funds to support philanthropic endeavors throughout the community.

 

Tawnee Hosick, AIF®
Branch Manager
Financial Advisor

Tawnee Hosick began her career in the investment industry in 1998. In 2006, she joined Phil as a Financial Advisor, and The Cohl Hosick Group was formed shortly thereafter.  Tawnee was named Branch Manager of the San Luis Obispo office of Stifel, which opened in December 2010.

She holds Series 7, 63, 65, 9, and 10 securities licenses and is a licensed life insurance agent (CA Ins. Lic #0F21146).  With more than 17 years in the industry, Tawnee is a seasoned professional who can assist you in making important financial decisions.  When she is not working with clients to help them pursue their life goals, Tawnee enjoys spending time with her two children, Madalyn and Patrick Jr.

Tawnee formerly served on the board of The Assistance League of San Luis Obispo County, a local non-profit organization which provides brand new clothing to children in need throughout the county.