STEPHEN PHILLIPS

CFP®

CLIENT SERVICE MANAGER, CWM

Branch Associate, RJFS

STEPHEN PHILLIPS

CFP®

CLIENT SERVICE MANAGER, CWM

Branch Associate, RJFS

ABOUT STEPHEN

CONTACT ME FOR:

  • Transactions (Money Movement, Roth Conversions, Excess IRA/Roth IRA Contributions Removal)
  • Account Questions
  • Death and Divorce Settlements
  • New Account setup
  • Financial Plan Data Entry

Stephen became a part of the Caliber team in early October of 2023.  His professional career has been to support financial advisors and their clients as a Client Service Manager.  He brings with him a passion for service and seeking the best possible outcomes in every situation.  Stephen earned his Bachelor of Science in Personal Financial Planning from Kansas State University in 2017 and achieved his CERTIFIED FINANCIAL PLANNER™ certification in 2020.

Beyond the professional, Stephen stays active outside the office by enjoying the outdoors and thrives on quality time spent with his friends and family.  He can be found enjoying a local disc golf course, playing pickle ball, or perhaps traveling to another country to visit.  Stephen’s covenant devotion to his church family is seen through his involvement with Countryside Church in Overland Park.

GET IN TOUCH WITH STEPHEN PHILLIPS

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.