Phillips Financial Management, LLC
Brant Gerber is an accomplished finance professional with extensive experience in various leadership roles. Currently serving as Chief Operating Officer at Phillips Financial Management, LLC since September 2020, Brant previously held the position of Controller at Ellison Bakery from January 2018 to September 2020. Prior to that, a Senior Financial Analyst role was completed at North River Capital, LLC from June 2015 to December 2017, and Brant also served as Controller at Panoramic Corporation from December 2007 to June 2015. Brant began a career in finance as a Senior Auditor at EY from December 2005 to December 2007. Brant holds a degree in Accounting & Finance with a minor in Economics from Purdue University Fort Wayne, where studies were completed from 2001 to 2005.
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Phillips Financial Management, LLC
With over 50 years of experience serving clients in Northeast Indiana, Phillips Financial has grown from a small, family-owned financial services practice to an independent wealth management firm with over 14 associates and 5 managing partners. How did we come so far? It began with our late founder, Richard Phillips, Sr., who attributed his success to hard work, a steady focus on his clients’ needs, and providing exceptional service to every customer every day. He instilled this work ethic in his son, Richard Phillips, Jr., who worked by his side for many years. Rick now leads the organization. While many father-son ventures fizzle with the next generation, Rick has taken the firm to the “next level,” providing highly sophisticated, integrated wealth management services to high net worth clients across the United States. Our team approach and dedication to providing leading-edge strategies for total wealth management and employee benefits planning has enabled the firm to provide services to 55 employer-sponsored retirement plans and just over 500 individual, family and foundation relationships (as of July 26, 2017). With this growth, establishing a foundation for the continuity of the firm into the future is a major focus. This is being accomplished through the careful selection and development of associates, as well as through the establishment of sound business processes and technological enhancements. Phillips Financial Management, LLC, DBA Phillips Financial, an SEC Registered Investment Adviser