James is an Investment Advisor Representative who specializes in investment and estate planning for those who desire to protect, grow, and distribute their wealth with integrity and wisdom. James graduated from Ashland University in 2005 with a Finance Degree and Bachelor of Science in Business Administration. In 2012 James opened his own firm to better serve his clients. James has his Series 7, 63, and 65 securities registrations, as well as his insurance licenses for Life and Annuities. James grew up in Ohio where he trained to be a champion in his wrestling career. He put many hours into his training and his dedication to hard work allowed him to win a National Championship with multiple All-American honors. Nowadays, James is focusing his dedication to help prepare his clients to meet their goals. He enjoys spending time with his wife Jessica and their three children.
Bobby is an Investment Advisor Representative who specializes in designing efficient portfolios tailored to meet clients’ needs. He also creates personalized financial plans that help give clients confidence in their financial future. Bobby graduated from Kent State University in 2007 with a Bachelor of Science in Accounting. Bobby has 8 years of industry experience. He has his Series 7 and 66 securities registrations and is pursuing his insurance licenses for Life and Annuities. After high school, Bobby enlisted in the Marine Corps, attained a Top-Secret SCI security clearance, and served in Iraq as a Sergeant in 2003 as a communications interception expert. Bobby now devotes his time and energy toward the financial peace of his clients. Bobby and his wife Kate are excited as they are expecting their first child soon.
Garth is an Investment Advisor Representative who specializes in comprehensive, individualized investment planning to build and protect his client’s assets with integrity. He places a high value on building relationships with his clients.
Garth is a veteran of the US Air Force, a native of Louisiana and a graduate of Berea College. In 2008, he began his financial services career as a Financial Advisor with Edward Jones Investments. In 2014, Garth became an Independent Advisor to better serve his clients. He holds his Series 7 and Series 66 securities registrations. He is also licensed for life insurance and annuity products. Garth has been married to Katie for 21 years and has twin daughters, Anna and Lily. He is involved in his community and has served on the Building Advisory and Financial Advisory committees for the Lee County School Board. He is a member of Kiwanis and serves as a vestry member at his church. In his free time, Garth enjoys boating, fishing and spending time with family and friends.
Sixto Velasco is an associate with Phillips Financial Advisors, and is currently pursuing his financial licenses while assisting James in portfolio design and office management. Sixto graduated from the University of West Florida in 2012 with a Bachelor’s degree in Electrical Engineering, and a Master’s degree in Business Administration in 2015. Sixto earned a baseball scholarship and was part of the College Baseball National Championship team in 2011. He is originally from Venezuela, but migrated to Florida in 2000 where he has spent the last 18 years of his life. Having grown up without financial stability, Sixto has experienced the benefits of good financial stewardship and wants to give that gift to the people he comes in contact with. Sixto and his wife Jordan are looking forward to the birth of their first child soon.
As the Administrative Assistant, Jessica specializes in client engagement, scheduling, and marketing. She holds a Bachelor of Fine Arts Degree in Art Education from Bowling Green State University. Jessica is an artist who specializes in abstract paintings. Several of her artworks are on display in the office.