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Steve Phillips, CFP® / Financial Advisor

Steve joined the DHG Wealth Advisors (DHGWA) team in 2021 as a Financial Advisor. He is passionate about providing holistic, goals-based wealth management to clients. He has more than fifteen years of experience in the financial services industry and graduated magna cum laude from Western Michigan University with a degree in finance. He has earned the CERTIFIED FINANCIAL PLANNER™ certification.

Prior to joining DHGWA, Steve served as a Senior Wealth Management Advisor to high-net-worth clients, managing a book of business in excess of $250 million.