Our Team
Meet the People Behind Your Plan
A three-partner practice built on long relationships, backed by the people who keep it running smoothly every day.
Kevin S. Phillips
President & Investment Advisor Representative
Kevin S. Phillips is President of Phillips Financial Management, an independent financial services firm located in North Phoenix, Arizona. He and his team provide comprehensive financial analysis in the areas of retirement and wealth preservation. At Phillips Financial Management, we are fiduciaries and always put our client's best interest first. As a fiduciary, we must act with care, skill, prudence, diligence, and solely in our client's best interest. Since 1985, Kevin has been working and planning with individuals and businesses to develop a road map toward financial security. His knowledge and experience have assisted his clients in making well-informed decisions to improve their financial situation. Kevin has a diverse clientele, including business owners, community leaders, physicians, and high-level business executives. Kevin has lived in Arizona since 1968. He has been married to his sweetheart Angela for 42 years and has three children and nine grandchildren.
Michael A. Phillips, CFP®
Certified Financial Planner™
Michael Phillips is an Investment Adviser Representative with Verus Capital Partners, LLC, and a CERTIFIED FINANCIAL PLANNER™ professional at Phillips Financial Management, where he has served clients since 2010. As a key member of Phillips Financial Management, Michael is committed to helping individuals, families, and business owners make informed financial decisions and pursue their long-term goals. Michael graduated from Arizona State University's W. P. Carey School of Business with a bachelor's degree in Global Business, with an emphasis in Finance. He earned his CFP® certification in 2012 and holds his Series 66 securities registration. Known for his honesty, transparency, and strong work ethic, Michael takes a personalized approach to financial planning. He works closely with clients to develop and implement customized financial strategies designed around their unique circumstances, priorities, and goals. He believes that education and thorough analysis are essential to building confidence and trust, and he strives to ensure every client understands not only their financial plan, but also the reasoning behind it. Outside of his professional life, Michael is a devoted father of five to Millie, Vera, Ruth, Emerald, and James. He enjoys traveling, working out, playing golf, and, most importantly, spending quality time with family and friends.
John G. Glaudel
Investment Advisor Representative
John Glaudel is a financial advisor with Phillips Financial Management, and an investment advisor representative with Verus Capital Partners, LLC. He holds the Chartered Retirement Planning Counselor (CRPC) designation, Series 66 securities registrations, and an Arizona life insurance license. A graduate of Arizona State University, John spent the first decade of his career in commodities, focusing on precious metals investments. He moved into financial advising because he wanted to work more closely with people and help them plan for their future. He enjoys getting to know his clients, understanding what matters to them, and building financial plans that fit their lives and goals. Outside of work, John enjoys spending time with his wife, Sylvia (Syb), and their two sons, Hudson and Grant. You can often find him outdoors, cheering on his boys at their sporting events, or exploring somewhere new with his family.
Angela Phillips
Business Consultant
Angela has been an integral part of her husband Kevin's financial planning practice for more than 33 years. Together, they have built a business founded on trust, personal relationships, and a commitment to helping clients pursue their financial goals and plan confidently for the future. Married for 42 years, Angela values the importance of family and lasting relationships both personally and professionally. She and Kevin are proud parents and grandparents to nine grandchildren, who are a very special part of their lives.
Lynn Ann Maste
Administrative Assistant & Office Coordinator
Lynn has been part of the Phillips Financial Management team since 2021, supporting the advisors and helping create a seamless client experience. She brings 20 years of customer service and administrative experience, which have shaped her strong work ethic, independence, resourcefulness, adaptability, and genuine appreciation for serving others. Lynn believes exceptional service is found in the details. She takes pride in creating a professional, comfortable, and personable client experience, anticipating needs, making the advisors' days easier, and continually finding ways to improve. Naturally analytical, organized, and detail-oriented, she approaches her work with the belief that excellence isn't simply a professional goal, it's a personal standard. Lynn grew up traveling and spent much of her childhood in Alaska, where she developed a love of independence, adventure, self-reliance, and lifelong learning. She moved to Arizona in 2007, where she proudly calls home. She graduated from the University of Phoenix Accelerated Program and was honored with a lifetime membership in the National Society of Collegiate Scholars. Outside of work, Lynn enjoys singing in her church choir, working with her hands, turning the mundane into masterpieces, antiquing, traveling, learning new skills, and playing competitive games requiring logic and strategy. She loves spending time with family, friends, and her two dogs, and is a self-described coffee and brunch enthusiast who enjoys collecting random facts and finding her next adventure.