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Tyrone C. Phillippi, CFP®, CeFT®

Director of Wealth Management and Regional Director

Ty is the regional director for our newest location in Dayton, Ohio. He is focused on growing the Dayton region and finding new opportunities for the firm throughout the Buckeye State. He leads the Dayton advisory team which serves clients in 27 different states. Additionally, Ty serves as director of Wealth Management, working with the executive team to further integrate and enhance technology offerings to support the firm’s wealth management advisory services.

Licensing and Education

  • Certified Financial TransitionistTM
  • Bachelor of Science in Financial Services Wright State University

Accomplishments and Honors

Ty was honored as a Top 40 Under 40 Professional by the Dayton Business Journal in 2008. He was also inducted into Sigma Iota Epsilon, a national Honorary Professional Management Fraternity in 2012. He says his greatest accomplishment, however, is being the husband of Stephanie for 27 years and the father to three amazing children: Evan (a Chemistry major at the University of Alabama, Tuscaloosa), Morgan (a nursing major at the University of Alabama, Tuscaloosa), and Colton (a high school senior).

Community Involvement Ty serves as Financial Secretary and Administration Team Member for the Springboro Baptist Church, and also participates in the Vocals section of the church’s Praise and Worship Band.

Tyrone’s Articles
I Stock 1199587565 Life Plan TCP blog

Are You Getting the Best Return on Life?

When it comes to investing, the current standard of return on investment (ROI) can be self-limiting, adding pressure that is counterproductive. So much of ROI is not within our control. It’s important to balance return on investments with return on life (ROL). Return on life is defined as, "How well you are doing in living the life you want, with the money you have.”

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A women smiling in an office, meeting with a client.

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