LEARN MORE ABOUT Phillis Pilvinis

Lead Financial Advisor

Phillis's Bio

For over 20 years, Phillis has been helping clients retire successfully. When her father passed away at 59, Phillis helped her mother build an income plan. She quickly realized that creating a retirement strategy was drastically different than accumulating money. Her experience drew her into a career in the financial planning industry.

Phillis specializes in holistic planning. She holds her life, annuity and health insurance licenses and passed the Series 65 securities exam. She also earned the Chartered Retirement Planning Counselor designation. She uses her expertise to help her clients hope for the best, but build a plan that anticipates the worst — so no matter the circumstances, they get to live independently and on their own terms.

Phillis has been married to her best friend, Harry, for over 40 years. They have two wonderful adult children and children-in-law and an incredible grandson. Outside of the office, Phillis enjoys working out, reading, traveling and spending time with family.