James Smith is a Senior Investment Advisor, Chief Financial Officer, and Corporate Officer for Phillips & Company. He joined the firm in 1994 and has more than 25 years of industry experience; experience which he leverages to coordinate team resources, as well as ensure clients and plan participants are receiving the highest level of service. James is also experienced in providing investment advice to corporations, foundations, endowments, and high-net-worth individuals.

Active in his community, James has volunteered for and supported the Boy Scouts, numerous youth sports programs, charities serving the homeless and elderly, and organizations serving those who are fighting cancer.