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Kimberly Phillips, MBA

Kimberly Phillips, MBA

Financial Consultant

Meet Kimberly Phillips, MBA: As one of our esteemed founding members, Kimberly has been a cornerstone of our team since its inception in 2002. Her unwavering dedication and extensive experience in corporate accounting, finance, audit, and credit bring over 12 years of invaluable expertise to our organization.

Kimberly's educational journey reflects her commitment to excellence. She is a Cum Laude graduate of Viterbo College, and she has further honed her skills by obtaining a Masters in Business Administration from the University of Wisconsin - La Crosse.

Beyond her professional accomplishments, Kimberly is an active and engaged member of her community. She has generously volunteered her time to teach Junior Achievement to local schools, fostering financial literacy in the next generation. Her professional focus centers on retirement analysis, investments, and estate planning strategies, reflecting her commitment to helping our clients secure their financial future.

Kimberly calls Holmen, Wisconsin, her home, where her dedication to both her work and her community shines brightly. Her enduring commitment to our organization and the betterment of our clients' financial well-being make her an invaluable asset to our team.

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Life Time Financial Services is not owned or operated by Equitable Advisors, LLC or its affiliates.