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Before becoming a financial advisor, Phil served as a consultant for over 20 years for Fortune 500 corporations like Coca-Cola and UPS. He is a Investment Advisor Representative and a member of the International Association of Registered Financial Consultants (RFC).
Phil is the author of Retirement Unchained: Break Free from Wall Street and a Government Gone Wild. An Atlanta-area native, Phil has appeared on ABC, NBC, CBS, and FOX affiliates around the country. He has been featured in many publications, including Fortune and The Wall Street Journal.
Areas of Specialty
Designations / Education
As the Chief Operations Officer at Calandra Financial Group, Trish oversees all new account transfers and paperwork. She is also responsible for all client account communication and updates. Trish has been in financial services for over 20 years and holds multiple licenses. Her resume includes experience in banking, brokerage, and personal finance.
A native of Green Bay, Wisconsin, Trish resides in Kennesaw, Georgia. She is a member of Transfiguration Catholic Church, an avid sports fan, gardener, animal lover, and Fairy Godmother with Bert’s Big Adventure.
Chris Ellen joined Calandra Financial in February of 2020. Prior to joining Calandra Financial, Chris Ellen worked at Northwestern Mutual as an Associate Financial Representative for over 10 years where she provided all aspects of client service and sales support. She works with the client service team to assist with account paperwork, money movement, and meeting preparations.
In her free time, Chris Ellen enjoys exploring Atlanta, spending time with her family and friends, and attending FSU and UGA sporting events.
As a kid, he dreamed of being Inspector Gadget, but now he works as our in-house Medicare Specialist! He attended Tennessee Tech University, where he played football and ran track. Jacob and his wife Caroline welcomed their son, Asta into the world in February 2021.
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As an independent wealth management firm, we represent only the interests of our clients — not those of a corporation or bank. We are committed to guiding those we serve towards and through their retirement years in the smoothest, most comfortable way possible. Investment Advisory Services offered through Calandra Wealth Management, LLC a Georgia Investment Advisor.