Our Team

Keeping Advising Real. Our team goes beyond job titles — we’re your partners, invested in your goals and grounded in Phillips Financial values. Through cross-disciplinary expertise, genuine relationships, and a commitment to transparency, we support you with clarity and integrity.

Abhi Jinwala Investment Operations Lead

Allison Newlin Paraplanner

Andy Parker, CFA, CFP® Chief Investment Officer | Advisor | Partner

Autumn Walker Client Service Administrator

Ben J. Langel, CFP®, CPA (inactive) CEO | Advisor | Partner

Bethany Pasterick Client Service Administrator

BJ Batt Advisor | Partner

Brad Wadkins Advisor

Brant Gerber, CPA (inactive) Chief Operating Officer | Partner

Britt Botts Client Service Administrator

Chad L. Burch, CFP® Advisor | Partner

Crystal Freeman Front Desk Administrator

Dara Adeosun Project Manager

David Hamel, CFP® Advisor

Duncan Bowie, CFP®, CPWA® Advisor

Erin Martin, AIF® Advisor | Partner

Haley Wright Account Manager

Hannah Bedwell Client Service Administrator

Hunter Terrell Operations Manager

J Dortch Account Executive

Jennifer MacAleese, CFP® Advisor | Partner

Kristine Straub Client Service Administrator

Krystal Boxell, IACCP® Chief Compliance Officer

Marisa Meadows Retirement Plan Specialist

Mariana Alvarado Account Manager

McKenna Clifford, CFP® Advisor

Michelle Martin Paraplanner

Nate Fowler Consultant

Richard L. Phillips, Jr., CFP® Founder | Advisor | Partner

Riley Reimschisel, CFP® Advisor | Partner

Shannon H. Hardiek Advisor | Partner

Sherrie Cahill Client Service Administrator

Taylor Fonseca Paraplanner

Tiffany Batt Operations Manager - Employee Benefits

Since 1949, Phillips Financial has welcomed the quiet spaces in conversation that allow you to find the center point of your own thinking.

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