Updated: Jan 5
Connect with Austin on LinkedIn
Recently, Austin Phillips joined the team as a Client Service Associate. He comes to us via Ameriprise Financial where he served as a Client Service Coordinator.
Austin says that his passion for service comes from “helping clients live more stress-free lives.” His deep passion for service extends beyond financial services. He has travelled to Cap-Haitien, Haiti several times. He continues to support Streethearts Haiti in their mission of ending the population of Haitian homeless youth.
He and his fiancé, Hannah, who is studying to be a nutritionist, have two cats, Cheeto and Virgil. Their typical summer weekend consists of boating with family around the Lake Erie Islands.
Austin is from the Akron, Ohio Area. He graduated from the University of Akron, where he double majored in finance and marketing. He recently passed the FINRA Series 7 Exam and has aspirations to eventually become a Certified Financial Planner ™.