Kevin J. Phillips

CFP®

I especially enjoy helping clients when they are going through major transitions in their lives. It’s truly an honor to be the trusted advisor who they can lean on to help them make wise and informed financial decisions.

1730 Park Street Suite 100 Naperville, IL 60563
630.357.2224

Kevin has been involved in the financial services industry since 2005. Prior to joining Savant, he was a senior financial advisor with an Illinois based wealth management and financial planning firm. There, he was a member of the firm’s financial planning team and specialized in the development and implementation of wealth management strategies for his clients. In addition, Kevin’s experience includes trading listed equities on the New York and NASDAQ stock exchanges for a firm based in Chicago. There he was a partner, senior equity trader, and trainer and was responsible for managing a team of traders.

Kevin graduated from Indiana University where he earned a degree in public finance. He earned a Certificate in Financial Planning from Northwestern University and is a CERTIFIED FINANCIAL PLANNER™ professional. He is a member of the National Association of Personal Financial Advisors (NAPFA), the national Financial Planning Association (FPA), and the Financial Planning Association of Illinois Chapter.

Kevin serves as a director on the board and past treasurer of the St. Charles Education Foundation and as an elected trustee of the board for the DuPage Foundation, is a member of its executive committee, and chair of its investment committee. He is an active member of the Ann & Robert H. Lurie Children’s Hospital of Chicago Legacy Partners Council, the DuPage Foundation Next Generation Initiative, and the DuPage Estate Planning Council. He was recognized by the Kane County Chronicle as a 2017 “Best Under 40” recipient, an award given to Kane County professionals under the age of 40 who have made significant contributions to their profession, company, and community.

Kevin lives in St. Charles, IL with his wife Jennifer and their four children, Tyler, Emma, Anna, and Michael. During his free time, he enjoys coaching his children in their extracurricular activities, golfing, fishing, and traveling.


Education &
Designations

  • Indiana University
    Bachelor’s in Public Finance
  • CERTIFIED FINANCIAL PLANNER™ professional

Affiliations &
Community Service

  • National Association of Personal Financial Advisors (NAPFA) – member
  • Financial Planning Association – member
  • Financial Planning Association of Illinois Chapter – member
  • St. Charles Education Foundation – board member
  • DuPage Foundation – board trustee, executive committee member, investment committee chair
  • Ann & Robert H. Lurie Children’s Hospital of Chicago Legacy Partners Council – member
  • DuPage Foundation Next Generation Initiative – member
  • DuPage Estate Planning Council – member

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.