Steve Phillips

Steve Phillips is a seasoned professional in practice management and sales within the financial services industry. Currently serving as the Chief Practice Management Officer at USA Financial since January 2019, and as a Practice Management Consultant with Pareto Systems since January 2016, Steve also leads The Advisor Protocol as CEO since October 2014. Prior experience includes Chief Sales Officer roles at Annexus Group and Creative Marketing International Corp., where responsibilities ranged from education and communication with independent marketing organizations to developing sales teams and industry-leading workshops. Steve's career commenced at New York Life Insurance Company as an Insurance Agent and included a tenure as Marketing Director at Specialized Financial Services.