Jeff Phillips

Mr. Jeffrey J.
Phillips is a Principal at Rehmann Capital Advisory Group LLC.
He develops creative strategies that help clients work toward meeting their financial goals, integrating asset management and retirement plan services with overall business and financial plans.
He works with a cross-functional Rehmann team to proactively guide each client, considering tax law and efficiencies, estate planning, and accounting needs along the way.
As chief investment officer of Rehmann’s wealth management division, he provides direction to the firm’s financial service divisions, manages firm-wide investment research efforts and assists advisors and clients with portfolio construction and management.
He also serves as Rehmann’s Florida regional managing principal, shaping the strategy to bolster the firm’s presence within the Florida market.
He has over 20 years of financial and tax planning experience.
Mr. Phillips was previously employed as an Associate Account Manager by The Ayco Co. LP.
He received his undergraduate degree from Oakland University (Michigan) and a graduate degree from Walsh College.
He is a Certified Public Accountant and holds his Chartered Financial Analyst designation.
He is licensed to sell life insurance.