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Quite simply, Social Security is one of the biggest areas of confusion for our clients. When do they file for it? Will it go bankrupt? Can they count on it? Do they only get benefits if they worked?...
Luke is a purpose-driven Investment Advisor Representative with a passion for understanding the unique circumstances, needs, and goals of his clients. Through tailored strategic planning, he provides personalized guidance while accompanying his clients on their journey toward lasting financial peace.
Luke also serves internally as the firm’s Compliance Officer, and has his Series 65 Uniform Investment Advisor Law registration. In 2013, he graduated from Pittsburg State University with a Master in Business Administration (MBA) where he also received the Outstanding MBA Student of the Year Award. Prior to joining Phillips Financial Advisors, Luke spent nearly a decade specializing in continuous improvement where he spearheaded multi-million-dollar global business process transformation projects, primarily for finance and supply chain. When he’s not in the office or spending time with his wife Victoria, Luke enjoys rock climbing, learning new languages, and writing music.
Johnny works closely with his clients to develop a deep understanding of their needs. He takes the time to learn about their families, businesses and goals for the future. Johnny graduated from The Ohio State University in 2012 with a BA in Strategic Communications. Johnny has his Series 65 Uniform Investment Advisor Law registration. Johnny left his role as a Finance Manager in Ohio and moved his family to Florida in 2022 to join Phillips Financial Advisors. When he’s not working with clients, he loves going on adventures with his wife and 2 kids. Making memories with his family has always been a priority of his. In his down time, he enjoys reading, music and being outside.
As the Administrative Assistant, Jessica specializes in client engagement, scheduling, and marketing. She holds a Bachelor of Fine Arts Degree in Art Education from Bowling Green State University. Jessica is an artist who specializes in abstract paintings. Several of her artworks are on display in the office.
Garth is a veteran of the US Air Force, a native of Louisiana and a graduate of Berea College. In 2008, he began his financial services career as a Financial Advisor with Edward Jones Investments. In 2014, Garth became an Independent Advisor to better serve his clients. He holds his Series 7 and Series 66 securities registrations. He is also licensed for life insurance and annuity products. Garth has been married to Katie for 21 years and has twin daughters, Anna and Lily. He is involved in his community and has served on the Building Advisory and Financial Advisory committees for the Lee County School Board. He is a member of Kiwanis and serves as a vestry member at his church. In his free time, Garth enjoys boating, fishing and spending time with family and friends.
