Our Team

Keeping Advising Real.

Our team goes beyond job titles — we’re your partners, invested in your goals and grounded in Phillips Financial values.

Our Approach

Through cross-disciplinary expertise, genuine relationships, and a commitment to transparency, we support you with clarity and integrity.

BJ

Ben J. Langel, CFP®, CPA (inactive)

CEO | Advisor | Partner
AP

Andy Parker, CFA, CFP®

Chief Investment Officer | Advisor | Partner
BG

Brant Gerber, CPA (inactive)

Chief Operating Officer | Partner
KB

Krystal Boxell, IACCP®

Chief Compliance Officer
RL

Richard L. Phillips, Jr., CFP®

Founder | Advisor | Partner
AJ

Abhi Jinwala

Investment Operations Lead
AN

Allison Newlin

Paraplanner
AW

Autumn Walker

Client Service Administrator
BP

Bethany Pasterick

Client Service Administrator
BB

BJ Batt

Advisor | Partner
BR

Brendan Ryan

Associate Advisor
BB

Britt Botts

Client Service Administrator
CL

Chad L. Burch, CFP®

Advisor | Partner
DA

Dara Adeosun

Project Manager
DH

David Hamel, CFP®

Advisor
DB

Duncan Bowie, CFP®, CPWA®

Advisor
EM

Erin Martin, AIF®

Advisor | Partner
HW

Haley Wright

Account Manager
HB

Hannah Bedwell

Client Service Administrator
HT

Hunter Terrell

Operations Manager
JD

J Dortch

Account Executive
JM

Jennifer MacAleese, CFP®

Advisor | Partner
KS

Kristine Straub

Client Service Administrator
MA

Mariana Alvarado

Account Manager
MM

Marisa Meadows

Retirement Plan Specialist
MC

McKenna Clifford, CFP®

Advisor
NF

Nate Fowler

Consultant
RR

Riley Reimschisel, CFP®

Advisor | Partner
TF

Taylor Fonseca

Paraplanner
TB

Tiffany Batt

Operations Manager - Employee Benefits
TS

Tori Straley

Client Service Administrator