Phylis is the office manager for ColeFP. She works to provide exemplary client service and administrative support to the operation of the firm. Phylis first joined Cole Financial Planning as a client 2005 and began working with the firm in 2008. She is a fierce advocate of providing objective, professional financial advice that is in the client’s best interest.
Phylis has studied at Bessemer State Technical College and the College of Financial Planning, where she earned the Registered Paraplanner™ designation.
She currently lives in McCalla AL. Her hobbies include photography and jewelry design.