skip to main content

Our Wealth Management Advisors

Advisor, Wealth Management

Phoenix is an advisor on the Wealth Management team at NFP’s South Burlington, Vermont, office. She is a people person and building relationships is key to her work philosophy.​

She began her financial career with NFP in 2018, working with retirement plans. She grew her knowledge and expertise by helping clients plan for their financial future.

A graduate of California State University, Monterey Bay, Phoenix earned a degree in liberal studies with a focus on nutrition and exercise. For many years, she helped clients meet their fitness goals until she found her current calling, helping clients meet their financial goals.

Phoenix enjoys spending time with her family, exercising and traveling. She loves being outside and walking her dog while enjoying the sunshine and connecting with friends.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS) an affiliate of Kestra IS. NFP Retirement Inc., an affiliate of NFP Corp. (NFP), is a Registered Investment Adviser. Advisory services are offered to clients or prospective clients where NFP Retirement Inc. and its representatives are properly licensed or exempt from licensure. No advice may be rendered by NFP Retirement Inc. unless an investment adviser agreement is in place. Insurance services offered through a licensed subsidiary of NFP or a member of PartnersFinancial or Benefits Partners, which are platforms of NFP Insurance Services, Inc. (NFPISI), a subsidiary of NFP. Some members of PartnersFinancial and Benefits Partners are not affiliated with NFP. Neither Kestra IS nor Kestra AS are affiliated with NFP, NFP Retirement, Inc., or NFPISI. ACR#8106161 Investor Disclosures: https://www.kestrafinancial.com/disclosures