Broker Check

Jeffry Phillips, CFP®

LPL Registered Principal

jeffry.phillips@lpl.com

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

nathanial.phillips@lpl.com

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

elizabeth.vetick@lpl.com

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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At Midwest Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Meet our team, based in West Point, Nebraska

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