Client Service Administrator
Bethany joined Phillips in March of 2025 as a Client Service Administrator. With experience in the industry since 2021, she ensures clients receive a high level of service, delivering trust, confidentiality, and accountability to help them pursue their financial goals alongside their advisor.
Originally from Indianapolis, Bethany now resides in Fort Wayne with her husband, Grant. Bethany holds a Bachelor of Science degree from Xavier University with a concentration in Economics.
Outside of work, she enjoys spending time with her husband, cycling, and traveling. She’s excited to contribute to Phillips’ continued success.
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