Broker Check
Jeffry Phillips, CFP®

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 in and leads the team in all aspects of financial planning and investment management.

Throughout his professional career, Jeff’s philosophy has centered on creating long-term relationships built on trust and integrity. His passion is to work every day to educate his clients, help them plan for their family’s future, and build a legacy that can be transitioned to future generations.

Jeff is a CERTIFIED FINANCIAL PLANNERTM professional, a LPL Registered Principal, and a graduate of the University of Nebraska – Lincoln. Outside of the office, he enjoys traveling, golf, fishing, hunting, and spending time with family and friends.

Sonoma Theme JavaScript