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