
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
Vice President
651-490-9790
Office Manager
651-490-9790
Securities Department Manager
651-490-9790
Insurance Specialist
651-490-9790
Case Manager
651-490-9790
Case Manager
651-490-9790
Administrative Assistant
Securities Department Specialist
Case Manager
Investment Analyst
651-490-9790