MEET OUR TEAM

JACOB PHILLIPS

PARAPLANNER

Jacob Phillips joined our team as our Paraplanner to assist with data analysis and portfolio planning.  He collaborates with our client service and operations teams to execute tasks effectively.

Originally from Huntsville, Alabama, Jacob has a true passion for helping people. He’s a leader and seeks out opportunities to help others. Before joining our team, he was a Youth Director of the United Methodist Church here in The Woodlands. In this role he planned and delivered 20+ sermons, implemented ongoing staff training programs and lead educational sessions.

While attending Belhaven University, he played collegiate baseball, and graduated with a Bachelor’s degree in Business Administration. Jacob enjoys giving back to the community by volunteering in various local youth programs., such as Young Life. Besides finding Jacob at his local church, you’ll often catch him enjoying the outdoors and playing sports with friends, like basketball, golf, running and even CrossFit.

A CLOSER LOOK AT JACOB PHILLIPS

Jacob often refers to himself a “professional food connoisseur” as he loves to try new dishes and give restaurant recommendations. Ask him about his newest find!