Your Team of Professionals
Phillip James was founded by a Chartered Financial Analyst and Certified Public Accountant. With this combination you'll receive the financial expertise that is needed with any investment plan as well as the necessary tax expertise that is required with all financial matters.
Our team approach and focus on the client has made Phillip James Financial one of the most well-respected financial planning and investment management firms in Minnesota. We office in Plymouth Minnesota but have the ability to serve clients all around the Twin Cities as well as work virtually with out of state clients.
Meet your team of Advisors
Phillip R. Christenson, CFA - Financial Planner & Portfolio Manager
James L. Sexton, CPA - Financial Planner & Tax Manager
Michele Wallerius - Senior Analyst
Click the buttons on the right to contact us or schedule a meeting with one of our team members.