Our Team

Kevin S. Phillips is the President of Phillips Financial Management, part of the Phillips Financial Group, an independent financial services firm located in North Phoenix, Arizona. He and his team at Phillips Financial Services provide comprehensive financial analysis in the areas of retirement and wealth preservation. Kevin is an investment advisor representative with Verus Capital Partners, LLC, currently holding FINRA series 7, 6, 63, and 65 securities registrations. Since 1985, Kevin has been working and planning with individuals and businesses to develop a roadmap toward financial security. His knowledge and experience as a part of the Phillips Wealth Planners have assisted his clients in making well-informed decisions to improve their financial situation. Kevin has lived in Arizona since 1968. He has been married to his sweetheart Angela for 33 years and has three children and six grandchildren.

Michael Phillips is an investment advisor representative for Verus Capital Partners, LLC and a Certified Financial Planner™ at Phillips Financial Management since 2010. As a key member of the Phillips Financial Group, Michael graduated from Arizona State University's W.P. Carey School of Business with a bachelor's degree in Global Business, emphasizing Finance. He earned his CFP® designation in 2012 and holds series 7 and series 66 securities registrations. Additionally, he is registered with the state of Arizona to offer both life and health insurance. Michael takes great pride in being honest, transparent, and hardworking. He assists families and businesses in creating and executing custom-tailored financial plans that align with their specific goals. Michael believes that educating clients and providing thorough analysis is crucial for them to understand and trust their financial objectives. He is married to his beautiful wife, Michelle, and they have four lovely daughters: Millie, Vera, Ruth, and Emerald. Outside of his work at Phillips Wealth Planners, Michael enjoys traveling, playing golf, and spending quality time with family and friends.

John is an investment advisor representative with Verus Capital Partners, LLC and holds the CRPC (Chartered Retirement Planning Counselor) designation with Phillips Financial Management, a key player in Phillips Financial Services. He currently possesses FINRA series 7 and 66 securities registrations and is registered in the state of Arizona to provide Life Insurance. John graduated from Arizona State University and initially worked in the commodities sector, primarily focusing on precious metal investments. After a decade in commodities, John transitioned to become a Financial Advisor, driven by his passion for helping clients set goals and navigate the financial aspects of life. He takes great pride in collaborating with clients to create financial plans tailored to their specific situations. John is married to his beautiful wife Sylvia (Syb) and is a father to two boys, Hudson and Grant. Outside of business, John enjoys spending time outdoors, seeking new adventures and exploring new places, much like the ethos of Phillips Wealth Planners.