OUR TEAM
Abhi Jinwala
Investment Operations Lead
Allison Newlin
Paraplanner
Andy Parker, CFA, CFP®
Partner, Investment Adviser Representative
Autumn Walker
Client Service Administrator
Ben J. Langel, CFP®, CPA (Inactive)
Partner, Investment Adviser Representative
BJ Batt
Partner, Adviser
Brad Wadkins
Investment Adviser Representative
Brant Gerber, CPA (Inactive)
Chief Operating Officer; Chief Compliance Officer
Britt Botts
Client Service Administrator
Chad L. Burch
Partner, Investment Adviser Representative
Crystal Freeman
Front Desk Administrator
Dara Adeosun
Project Manager
David Hamel, CFP®
Investment Adviser Representative
Duncan Bowie, CFP®
Investment Adviser Representative
Erin E. Martin, AIF®
Partner, Retirement Plan Adviser
Hunter Terrell
Operations Lead
J Dortch
Account Executive
Jeanine M. Herold
Partner, Investment Adviser Representative
Jennifer MacAleese, CFP®
Investment Adviser Representative
Jo Mejia
Communications Coordinator
Kelly Clevenger
Investment Adviser Representative
Kristine Straub
Client Service Administrator
Krystal Boxell
Senior Accountant
Mariana Alvarado
Account Administrator
Marisa Meadows
Client Service Administrator
Michelle Martin
Financial Planning Case Manager
Nate Fowler
Consultant
Richard L. Phillips, Jr., CFP®
Partner, Investment Adviser Representative
Riley Reimschisel, CFP®
Partner, Investment Adviser Representative
Shannon H. Hardiek
Partner, Investment Adviser Representative
Sherrie Cahill
Client Service Administrator
Taylor Fonseca
Paraplanner
Todd Stephenson
Chief Investment Officer
© Phillips Financial, All Rights Reserved.
Phillips Financial Management, LLC, DBA Phillips Financial, an SEC Registered Investment Advisor | Disclosure Documents
Phillips Financial Management, LLC, DBA Phillips Financial, an SEC Registered Investment Advisor | Disclosure Documents