Chad L. Burch, CFP®
Advisor | Partner

Where did you attend college,receive certification or training?

Indiana University Kelley School of Business

What’s the best meal you’ve ever had — and where was it?

The best meal is whenever I'm with my wife, my kids and their spouses and now our grandchild. It doesn't matter where we are at, just that we are all together. My second favorite are brats at an IU Football tailgate.

What’s something people might be surprised to learn about you?

I am a big Indianapolis 500 Race fan and can name every winning driver back to 1946.

What’s a career lesson or piece of advice that’s stuck with you?

Decide what you are going to do, then put your head down and get to work and don't look back.

If you could describe the Phillips team in three words, what would they be?

Committed to excellence