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About
Riley Reimschisel, CFP®, is a Partner at Phillips Financial Management, LLC in Carmel, IN, where he specializes in advising high-income and high-net-worth professionals on comprehensive financial planning, including investment management, retirement planning, and wealth preservation. His primary focus is on providing strategic solutions across sectors including employee benefits, qualified retirement plans, and bespoke investment portfolios for both individuals and businesses.
With over 19 years of experience in financial services, Riley previously served as an Investment Advisor Representative at Phillips Financial and as a Financial Advisor with Vestia Personal Wealth Advisors, further strengthening his expertise in customized financial solutions for clients with complex needs. In his advisory practice, he emphasizes easing the financial management burden for professionals, allowing them to focus on their careers and personal goals.
Riley holds a bachelor’s degree in Finance from Taylor University and is a CERTIFIED FINANCIAL PLANNER™ professional, demonstrating his commitment to ethical standards and advanced planning techniques. His notable contributions include supporting clients with strategies for investment allocation, tax-efficient wealth transfer, and maximizing outcomes within both corporate and individual financial frameworks.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Phillips Financial Management, LLC | Partner | Jan 2024 to Present | — |
| Phillips Financial Management, LLC | Investment Advisor Representative | Feb 2022 to Present | — |
| Vestia Personal Wealth Advisors | Financial Advisor | Aug 2021 to Feb 2022 | — |
| Vestia | Support Advisor | Jan 2019 to Aug 2021 | — |
| Ambassador Enterprises, LLC | Finance Intern | Jun 2018 to Aug 2018 | — |
| Peter Franklin Jewelers | Sales Associate | Jun 2017 to Aug 2017 | — |
Education
Taylor University
Bachelor's degree, Finance, General
2015 — 2018
Others at Phillips Financial Management, LLC (2)
| Name | Role | Location |
|---|---|---|
| Partner | Fort Wayne, IN , United States | |
| Managing Partner | Fort Wayne, IN , United States |
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