Our Firm

Tom Phillips, CFP®

Tom PhillipsTom Phillips has been a Financial Planner since 2007.  He began his career in the Woodbury Financial Bellevue office before co-founding The Petricic & Phillips Financial Group in 2012. He is a graduate of Washington State University with a BA in Finance and Investing.  Before attending Washington State University, Tom grew up in Wenatchee, WA and still enjoys spending time in Eastern Washington. 

Tom currently resides in Newcastle with his wife, Molly and son, Henry.  They enjoy watching the Seahawks and being in the great outdoors together.

Professional Background

Woodbury Financial Services (2007- 2012)  Financial Planner
The Petricic & Phillips Financial Group (2012 – Present)  Financial Planner, Partner

Education

Certified Financial Planner™
Washington State University – B.A., Business Finance and Investing (2007)
Securities Licenses – Series 6, 7, 26, 63, 65 (WA, OR, CA, IA, AK, AZ, MI)
Insurance Licenses – Life, Health, Disability & Long Term Care (WA)

 

To learn more about Tom's professional history, please visit his profile page on FINRA's BrokerCheck.

 

Other Our Firm Pages
We'll See You Through
Don Petricic, CFP®
Evan Church
Our Broker-Dealer
Why CFP® Certification Matters
Fiduciary Duty

Tom and Molly
Tom, Molly and Henry

Quotes

I am proud to have been a financial advisor in Western Washington since 2007.  I truly enjoy helping each client work toward meeting their financial objectives and living a fulfilled life.

Quotes