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