RETIREMENT PLAN ADVISER, PHILLIPS FINANCIAL
Erin has been with Phillips Financial since 2006 specializing in the implementation and servicing of all qualified retirement plans. Erin serves as the “quarterback” for her 401(k) and 403(b) clients by being the central contact for all service-related retirement plan inquiries. Erin works closely with clients to design the retirement plan that best fits the needs and long term goals of both the employer and employee. She also enjoys her one-on-one time with retirement plan participants educating them on the importance of saving for retirement, and maximizing the benefits from their qualified plan. Erin graduated from Indiana University’s Kelley School of business in 2003 with a Bachelor of Science degree in Business. She has earned the Accredited Investment Fiduciary (AIF)* designation, which focuses on helping plan sponsors meet their fiduciary needs. Erin enjoys her time with family and friends, and watching her kids compete in dance, sporting, and school activities.
*A designation from Fiduciary 360.