Kathleen Phillips

Five Peaks Capital Group


Thursday 3pm - Denver CO

My name is Kathleen Phillips and I am a financial services professional with Five Peaks Capital Group, a Registered Investment Advisor in partnership with New York Life. I work with business owners, mid-career professionals and within the Special Needs community. I got into this career 4 years ago after my dad passed away with no financial plans in place. Through my family's experience I have learned that a financial plan can be anywhere from a 300 piece puzzle to a 3000 piece puzzle and I am here to help put your puzzle together!