Team
Jeffry Phillips, CFP®
LPL Registered Principal
Jeffry Phillips is the founder of Midwest Wealth Management. He is responsible for the overall leadership, vision and development of the firm. With more than 30 years of experience in the financial services industry, he is well-versed...
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Nathanial Phillips, CFP®
Financial Advisor
Nate Phillips is a CERTIFIED FINANCIAL PLANNERTM professional and financial advisor with Midwest Wealth Management, focused primarily on developing comprehensive strategies that educate and guide clients’ financial decisions and...
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Elizabeth Vetick
Client Services Associate
Liz Vetick handles the administrative responsibilities at Midwest Wealth Management. Liz assists Jeff and Nate with coordinating all the tasks needed to keep the office running efficiently. Working with our clients firsthand, her main...
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