Casia Phillips

Casia Phillips, graduated with a BA in History, and  minors in Political Science and Education.  As a former teacher, Casia found a parallel between education and  finance, “individuals and business owners need to understand and organize their finances before making life long decisions about them.  All too often it happens in reverse because people don’t have help to see the big picture.”  Casia believes money plays a role in all facets of life.  She also believes that planning can help to make your money work harder for you; not only for your short term goals, but also for your long term goals.

Casia joined Peachtree Planning in 2016 to work with a team of professionals with diverse financial skills to help maximize her client’s experience in wealth building strategies.  She feels honored that her work enables her to assist clients in creating a roadmap for where they are financially now and where they want to be later.  Her hope is to inspire clients to develop a drive to not only grow and protect their resources, but to achieve an even more fulfilling life.

Casia lives in Nashville with her husband, Joseph and daughter, Addalyn.  In her local community of Mount Juliet, she and her family are members of Cross Point and her passion for helping others has led her to missionary work in Nicaragua. She also enjoys spending time with family, watching movies, reading, and singing.

You can reach Casia at Peachtree Planning’s Brentwood office at 9019 Overlook Boulevard, Suite D-1. She can also be reached by phone or email, 615-376-3738 or casia.phillips@peachtreeplanning.com.

 

Casia Phillips, Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. Peachtree Planning is not an affiliate or subsidiary of Guardian. #2017-40028 Exp. 3/19
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© 2017 Peachtree Planning Corporation. ALL RIGHTS RESERVED

This material is intended for general public use. By providing this material, Peachtree Planning Corporation is not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial professional for guidance and information specific to your individual situation.

Peachtree Planning Corporation, Peachtree Planning of Tennessee, LLC, Peachtree Planning North, LLC and Southeastern Financial Group are agencies of The Guardian Life Insurance Company of America® (Guardian), New York, NY.

Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 5040 Roswell Road, Atlanta, GA 30342, Phone #404.260.1600. PAS is an indirect, wholly-owned subsidiary of Guardian. Peachtree Planning Corporation, Peachtree Planning of Tennessee, LLC, Peachtree Planning North, LLC and Southeastern Financial Group are not affiliates or subsidiaries of PAS or Guardian.

Important Disclosures.
2015-10691 Exp 10/17

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