Account Executive
J joined Phillips Financial in 2019 after spending over 10 years in customer service building teams and processes to ensure success. As an Account Executive, J helps to elevate and alleviate the challenges that business owners and HR professionals have every day. He, along with his team, work to anticipate the needs and wants of their clients while getting to build their personal relationships with the clients he serves.
People often ask what “J” stands for and it will be surprising to most that his entire first name is just the letter J. J enjoys playing golf even though he swings from “the wrong side”. He and his wife Bree are expecting their first child in the fall and are excited to continue to grow their family.