Sean Phillips, CFP®
VP of Wealth Management & Chief Compliance Officer
Sean brings a wealth of knowledge and experience to Chessman Wealth Strategies. He started his career in financial services with UBS. He then worked for a leading financial planning firm before moving to 1st Global as an insurance planning specialist.
Sean is a member of Ed Slott’s Elite IRA Advisor Group℠, an exclusive organization of financial advisors who are dedicated to being leaders in the IRA industry.
As an Ed Slott Elite IRA Advisor, Sean proves to be an advisor with the specialized knowledge to navigate an increasingly more complicated tax environment.
Sean is also a Certified Kingdom Advisor Member.
Sean participates in the financial ministry at his church where he facilitates Financial Peace University. Outside of Chessman Wealth Strategies Sean enjoys spending time with his wife Cherie and their two daughters and son.