Phyllis Webb, CFP®, CRPS®, ChFC®, RICP®

I knew early on that I wanted to work in a profession where I would never have to deliver bad news to someone if there was nothing I could do to help them. I believe everyone is entitled to good financial advice, regardless of their financial position, and that knowledge, creativity, and problem-solving can make a big impact on a financial plan. 

Prior to being a financial advisor, I worked in the non-profit sector and ran my own tax practice. These, along with my years of experience as an advisor, have shaped my practice into one that always put the clients' best interest first, and I have hand-picked the members of my team who also understand this. This profession is not about our own achievements or accolades. This is about doing good and helping people. 

I began my career as a Financial Advisor in 1996 at Waddell & Reed. I strongly believe in being a student of my profession. The more I know, the better positioned I am to help you identify and pursue your goals. Planning is the cornerstone of my practice, and how we can give each client recommendations individualized to their specific goals and dreams. 

I can't think of a better profession than to be your guide in that journey.