Phil has been with Trillium Financial Group for over 12 years. Employing his experience in retirement planning, estate planning, investment management, tax strategies, and insurance planning, Phil is able to develop custom strategies and recommendations for any clients’ complicated financial needs.*

Phil has personally taught 15 Dave Ramsey Financial Peace University classes and is a Dave Ramsey Smartvestor Pro. ****

When he’s not in the office, you'll probably find Phil day tripping on his motorcycle with a friend. Fun fact: Phil has plans to visit all 193 U.N. recognized countries. He has currently been to 11. 

The SmartVestor program is a directory of investment professionals.  Neither Dave Ramsey nor SmartVestor are affiliates of Trillium Financial Group or LPL Financial.

With more than 20 years in the financial industry, Michael has found that it often takes securities, insurance, and alternative investments* to make a financial plan work, and he strongly believes that given the appropriate level of advice, you should call your own shots as your plan for retirement. Michael is an independent advisor representative, allowing him the freedom and diversity of choice to customize your financial plan without being tied to any one carrier. 

In his free time, he coaches football for his son's team, travels, and enjoys most anything outside in this beautiful state we call home. Interestingly enough, Michael was born in Germany and raised in the U.S. Army before joining it himself after high school graduation. 

Brittany is an Investment Advisor Representative with LPL. She has over 10 years of experience in the industry and is passionate about educating clients on financial planning. She loves aligning your priorities and goals into an actionable plan to help you attain your investment goals. Brittany has presented many educational seminars and webinars during her time in the industry and is always looking for more opportunities to not only educate clients and the public, but to broaden her own knowledge. She is currently in the process of obtaining her Certified Financial Planner designation.  

Brittany has two Bernese Mountain Dogs, two cats, ten chickens, and counting! One of her favorite hobbies is farm-to-table cooking from her garden, and she loves spending time camping, fishing, kayaking, cycling, and exploring Idaho with her family. 

Breanne is our "Director of First Impressions" and master of the calendar. Breanne has also become our "go-to" for questions about our eQuipt client site. If you need an appointment, help going paperless or to update your contact info, Breanne should be your first call. She's sure to answer with a warm hello.

Breanne keeps an extensive to-be-read list and although she doesn't get many crossed off with four kids at home, she enjoys adding to it. Be sure to let her know if you have any good reads to recommend! She also enjoys camping, getting lost in the wilderness/unplugging, and is currently creating a backyard oasis on a shoestring budget.