Richard L. Phillips, Jr., CFP®
Founder | Advisor | Partner
Where did you attend college,receive certification or training?
DePauw University
What’s the best meal you’ve ever had — and where was it?
My most memorable meal was lunch in Paris with my wife and three other couples at LeTaillevent
What’s a movie, book, or show you never get tired of?
Lord of the Rings (book) and Sound of Music (movie)
What’s a career lesson or piece of advice that’s stuck with you?
Change is mandatory; progress is optional!
If you could describe the Phillips team in three words, what would they be?
The Dream Team