
Donald Phillips, CFP®
Chairman of the Board
651-490-9790
Meet with our experienced wealth advisors and you’ll understand that we always have your independence in mind. We specialize in working with small businesses and individuals, providing financial services that help them grow and flourish.
Chairman of the Board
651-490-9790
CEO
651-490-9790
President
651-490-9790
Senior Case Manager
651-490-9790
Office Manager
651-490-9790
Securities Department Manager
651-490-9790
Case Manager
651-490-9790
Executive Assistant/Communications Specialist
651-490-9790
Case Manager
651-490-9790
Receptionist & Administrative Assistant
651-490-9790