I founded JD Phillips and Associates in 1987 and now bring decades of knowledge, experience and dedication to helping clients navigate their financial journeys. I am a lifelong resident of the Pacific Northwest, graduating from Western Washington University, and settling in Bellingham with my wife Shellie in 1992. We raised our three sons in this beautiful area and built a life centered on family, community, and service. Today I am a proud and involved grandfather and treasure the time I get to spend with my growing family. I also love to travel, seeking adventure and discovering new places and meeting new people. After nearly four decades of experience, I truly enjoy helping clients achieve their financial goals with confidence and clarity.

A graduate of Gonzaga University, I have been working as a Financial Advisor for nearly a decade, providing dedicated and quality service to our clients. I take pride in serving the community I have always called home. I understand the values that make this area so special and enjoy helping local families, businesses, and individuals pursue their financial goals. I will partner with you to create a financial plan that makes sense for you and your goals and be there with you along the way to retirement and beyond. I am JD’s eldest son and our entire team partners together to serve our clients. When I am not at work, I love spending time with my wife Hannah and our three sons, and playing golf when I can.

As a Financial Advisor, I am dedicated to helping my clients meet their financial needs. Whether you are planning your retirement, saving for your children’s or grandchildren’s education, or looking to preserve your wealth, I can help. My mission is to help each one of my clients plan for a financial future in a way that best meets his or her goals. I love working in the community that I grew up in, and it is truly a pleasure service clients in Whatcom County. Away from the office, my wife Jessica and I enjoy being busy parents to our kids and I love fly fishing, basketball and racing in the Ski to Sea. I look forward to extending my services to you and your family. Together, we can discuss financial strategies designed to fit your unique situation. I take pride in my work and I am dedicated to helping individuals and families with their wealth management.

With 13 years of experience in the financial services industry, I take pride in building strong relationships, providing dependable service, and helping clients work towards their financial goals. I value integrity, hard work, and a personal approach to every professional relationship. Although I was born in South Africa, I have spent most of my life in Whatcom County, which I am proud to call home. Outside of work, I’m a proud husband and father of three. I enjoy woodworking, tackling home improvement projects, and working on vehicles. Whether at work or at home, I appreciate the opportunity to solve problems, learn new skills, and take pride in a job well done.