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 @ Premier Retirement Plan Advisors
2014 - 2016 President @ Prisma Financial
2012 - 2014 Director of Corporate Client Development @ VisionPoint Advisory Group

2006 - 2011 Director of Business Development @ Merit Resources

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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.

Phillips Emails

Found 2 emails

Phillips Phone Numbers

Found 4 phone numbers

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