Dan Phillips

Financial Advisor

dan.phillips@bishofffinancial.com

Dan Phillips is the financial point person for all your needs at The Bishoff Financial Group. He works as a concierge with our service team to ensure you receive focused, individualized service to help you reach your financial goals.

Dan joined us from Edward Jones. He is licensed in the securities industry to provide advice on investments, insurance, and personal finance. Dan previously was the assistant coach for The Ohio State University Women's Swimming, and competed in the 1996 and 2000 U.S. Olympic Trials as a sprint freestyler. He earned his bachelor's at The University of South Carolina. In his spare time, Dan enjoys spending time with his wife and seven year-old daughter, cat and dog, and refinishing old wood furniture.

Licensing:

  • Series 7
  • Series 66
  • Insurance, Ohio

Please feel free to reach out to Dan if you need help for anything.