Bridget Phillips

Bridget is part of our incredible paraplanning crew and brings warmth and positivity to everything she does. She and her husband, Jared, met at church and made Memphis their home in 2018. They have an adorable son, Evan, and are raising him to be a Kentucky Wildcats fan! In her free time, you’ll find Bridget hiking, playing board games, gardening, or cooking up family-sized meals for anyone who wants to join. With the kindest heart, she’s always ready to open her home and share her warmth.

Bridget earned her degree in nursing but chose to make an impact in a different way, spending several years working at her church. Now, as one of our paraplanners, she works closely with Shannon Acosta, attending client meetings, managing follow-up tasks, and keeping everything on track. Whether it’s sending out meeting “homework,” organizing the details, or supporting Shannon in staying on top of things, Bridget ensures that everything is handled with care and precision. She is known for her encouragement and was even the MVP in a team kickball competition– there’s not much Bridget can’t do!