"Our people make us great."
Kelly is Phillips and Company’s Chief Financial Officer as such, he performs all accounting functions, prepares financial statements for the company. He also takes care of accounting and reporting services for Phillips’ family office clients and assists the 401(k) team with the integration of new retirement plans for clients.
Before his time at Phillips and Company, Kelly was a CPA and spent 10 years as a financial advisor, which provides unique insight for his current role.
Kelly is an avid musician, so when he is not at work, he might be found writing music, singing or playing one of his guitars in a band.
He studied accounting at Portland State University and has a degree in Biblical Studies from San Diego Christian University.
Kelly, along with his wife, teenage son, and Labradoodle, Lucy, live in Vancouver.
Kelly currently has his Series 28 FINRA license.