Big things are happening at Phillip James Financial. We are very proud to announce the newest member of our team, Rhea Maxine Christenson. This is the youngest employee we have ever hired. She will be heading up the Young Clients Division with a focus on college planning. Just in case you haven't figured it out yet, this new employee is actually the new daughter of our very own Phillip Christenson, financial advisor and portfolio manager at Phillip James. She was born August 7th at 9:50pm, weighing in at 10 pounds 1 ounce. Everyone is doing great!
Phillip will be busy updating his Estate Planning documents, making sure he has enough life insurance in place, and setting up a Coverdell Education Savings account.