Sheri Phillips

Background

About Sheri Phillips

I work full time as a family law paralegal. I have been a paralegal for over 25 years. I recently began working part time as a Financial Services Professional to assist me in paying for my son's college. He has special needs and is attending a special needs program at the University of Central Missouri. I never saw myself entering into the financial services industry, but a friend introduced me to this business. I never realized how much our society is lacking financial literacy and education. I have quickly become passionate about our goal to teach families all things personal finance while helping them prepare for a better financial future. I firmly believe in the power of proper planning to ensure no family goes unprotected. All families should know that building generational wealth is not meant exclusively for the wealthy. We want you to know that there are ways for you to leave your own legacy, no matter your age, background, or circumstances. I am on a mission to serve my clients to the best of my ability, spread the financial knowledge, help people reach their financial goals, and to also find individuals like myself who find value in what we do and want to serve families alongside our team. If you are interested in working remotely, have a passion for helping and serving others, and want to increase your financial knowledge, I would love to connect.