Phillips Email & Phone Number
President @ Premier Retirement Plan Advisors
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Phillips Location
- West Des Moines, IA, US
Phillips Work
- 2017 -now President @
- 2014 -2016 President @ Prisma Financial
- 2012 -2014 Director of Corporate Client Development @ VisionPoint Advisory Group
- 2006 -2011 Director of Business Development @ Merit Resources
Phillips Education
- Creighton University
BSBA (Accounting)
1986-1990 - College for Financial Planning
Chartered Retirement Plan Specialist (CRPS®)
2013 - Fi360
Accredited Investement Fiduciary (AIF®)
2014
Phillips Summary
- Phillips, based in West Des Moines, IA, US, is currently a President at Premier Retirement Plan Advisors. Phillips brings experience from previous roles at Prisma Financial, VisionPoint Advisory Group and Merit Resources. Phillips holds a 1986 - 1990 BSBA in Accounting @ Creighton University. Phillips has 2 emails and 1 mobile phone numbers on RocketReach.
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