Before becoming a financial advisor, Phil served as a consultant for over 20 years for Fortune 500 corporations like Coca-Cola and UPS. He is a Investment Advisor Representative and a member of the International Association of Registered Financial Consultants (RFC). Phil is the author of Retirement Unchained: Break Free from Wall Street and a Government Gone Wild. An Atlanta-area native, Phil has appeared on ABC, NBC, CBS, and FOX affiliates around the country. He has been featured in many publications, including Fortune and The Wall Street Journal.

As an Advisor Services Manager at Apella Capital, Trish oversees all new account transfers and paperwork. She is also responsible for all client account communication and updates. Trish has been in financial services for over 20 years and holds multiple licenses. Her resume includes experience in banking, brokerage, and personal finance. A native of Green Bay, Wisconsin, Trish resides in Kennesaw, Georgia. She is a member of Transfiguration Catholic Church, an avid sports fan, gardener, animal lover, and Fairy Godmother with Bert’s Big Adventure.

Chris Ellen joined the team in February of 2020. Prior to joining, Chris Ellen worked at Northwestern Mutual as an Associate Financial Representative for over 10 years where she provided all aspects of client service and sales support. She works with the client service team to assist with account paperwork, money movement, and meeting preparations. In her free time, Chris Ellen enjoys exploring Atlanta, spending time with her family and friends, and attending FSU and UGA sporting events.