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Team

T.L. Phillips Financial Group, Inc. - Stockbridge, GA


We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Amy Matthews

Partner/Vice President of TLPFG

770-389-9963

Amy’s lifelong dream has always been to teach. After graduating from Georgia College in 2007 with a Bachelors in Education, she followed her dream and taught elementary school for five years. In 2012, she took on...

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Zack Phillips

Investment Advisor Representative and Partner/Vice President of TLPFG

770-389-9963

Zack holds a bachelors degree in Environmental Spacial Analysis from Gainesville State University. After Graduating he moved to China to be a missionary for four years with his wife and oldest daughter. After moving back to the United...

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Ted Phillips

Investment Advisor Representative and Founding Partner/President of TLPFG

770-389-9963

After College Ted began a career as a paramedic/firefighter where he worked for ten years. He spent the last five of those years also working in the local Emergency Room. In 1985 his career goals took a new direction and he stepped...

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Keith Boger

Investment Advisor Representative

706-839-1590

Keith is a 1973 graduate of Purdue University's School of Engineering, and he enjoyed a 20-year career in data processing management prior to becoming a financial advisor in 1993. Since changing professions, he has not only obtained a...

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After college, Nancy spent 14 years in corporate marketing and finance. In 1996, she joined her husband Keith and his partners in their growing financial planning practice. Nancy obtained her securities registrations in 2000, and has...

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