I founded JD Phillips & Associates in 1987, bringing decades of knowledge, experience, and dedication to helping clients navigate their financial journeys. A lifelong resident of the greater Pacific Northwest, JD grew up in the Seattle area, graduated from Western Washington University, and settled in Bellingham with his wife, Shellie, shortly thereafter. Bellingham became home, where JD and Shellie raised their three sons and built a life centered on family and community. Today, JD is a proud and involved grandfather who treasures the time he spends with his growing family. Outside of work, JD enjoys traveling, exploring the Basque Country, and seeking adventure through via ferrata climbs. While he appreciates discovering new places and embracing new challenges, his greatest joy will always be spending time with family. With nearly four decades of experience, JD is committed to helping clients navigate their financial goals with confidence and clarity.

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 here in Whatcom County. I understand the values that make the area special and enjoys helping local families and individuals pursue their financial goals. He 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 the eldest son of JDs and we partner together to serve the thousands of clients that we have here at our firm. When I am not at work, I love spending time with my wife and 3 sons, trying to get in some golf along the way.

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.