At The Petricic & Phillips Financial Group, our goal is to produce results that help you reach your financial objectives. Our team leverages their intellectual horsepower to craft leading-edge solutions that address your challenges. A commitment to client service excellence has become our hallmark. Our size and structure enable us to be agile, adaptive, and accessible. Our boutique service offering means our clients don't deal with recordings, robots, or phone menus, but rather real professionals who know you personally.
Don Petricic, CFP®
Managing Partner
Don Petricic, CFP®, serves as Managing Partner and is co-founder of The Petricic & Phillips Financial Group. Don works with families, individuals, and business owners, helping guide them through important life and financial decisions. By embracing a model of integrated wealth management, he addresses all of the relevant areas of personal finance including investment management, taxes, wealth accumulation, cash flow generation, insurance, and estate planning to generate comprehensive financial plans for his clients.
Don is a graduate of Washington State University, where he received his Bachelor of Arts in Business Administration. In 2001, he began his career as a financial advisor and went on to start The Petricic & Phillips Financial Group in 2012. Don holds several securities registrations (Series 7,24,63,65), as well as Life and Health Insurance licenses. Additionally, Don has obtained the CERTIFIED FINANCIAL PLANNER™ designation and is proudly a CFP® professional.
In his free time, Don enjoys watching his sons play sports, cooking, and spending quality time with family & friends. Don is a lifelong native of Western Washington, and he now resides in Renton with his wife, Megan, two sons, Alec & Ethan, and dog, Vince.
To learn more about Don's professional history, please visit his profile page on FINRA's BrokerCheck.
Don, Megan, Alec and Ethan
Tom Phillips, CFP®
Managing Partner
Tom Phillips, CFP®, serves as Managing Partner and is co-founder of The Petricic & Phillips Financial Group. Tom works with families, individuals, and business owners, helping guide them through important life and financial decisions. By embracing a model of integrated wealth management, he addresses all of the relevant areas of personal finance including investment management, taxes, wealth accumulation, cash flow generation, insurance, and estate planning to generate comprehensive financial plans for his clients.
Tom is a graduate of Washington State University, where he received his Bachelor of Arts in Business Administration. In 2007, he began his career as a financial advisor and went on to start The Petricic & Phillips Financial Group in 2012. Tom holds several securities registrations (Series 7,26,63,65), as well as Life and Health Insurance licenses. Additionally, Tom has obtained the CERTIFIED FINANCIAL PLANNER™ designation and is proudly a CFP® professional.
In his free time, Tom enjoys snowboarding, BBQ, spending time outdoors, and is an avid Seahawks fan. Tom is originally from Wenatchee, and he now resides in Newcastle with his wife, Molly, and two sons, Henry & Miles.
To learn more about Tom's professional history, please visit his profile page on FINRA's BrokerCheck.
Tom, Henry, Miles, and Molly
Cassie Reyes
Operations Manager
Cassie Reyes is the Operations Manager at The Petricic & Phillips Financial Group and has been with the firm since 2017. Cassie works with the financial planning team to oversee the client onboarding process, coordinates client events the firm hosts, and ensures clients are receiving a top-notch experience.
Cassie is a graduate of Eastern Washington University, where she received her Bachelor of Arts in Psychology. In March of 2021, she was recognized by the Puget Sound Business Journal in their "People on the Move" section. Cassie is a life-long native of Western Washington. In her free time, Cassie enjoys scenic hikes, spending time with family & friends, travel, and is an avid reader.
Although many professionals may call themselves “financial planners”, only those who have completed the extensive training and requirements of the CFP® Board can call themselves a Certified Financial Planner™. CFP® certificants have met the Board’s education, examination, and experience requirements. They also agree to adhere to high standards of ethical conduct, annual continued education, and pledge to keep their clients best interests as the top priority. For more information on the CFP® designation, please visit www.cfp.net.
