With a background in holistic health and a lifelong dedication to helping others, Phyllis joined TWP in 2009 to support clients in finding the right health insurance, Medicare plans, and long-term financial strategies.

✔ Passionate about helping clients reduce financial stress and plan for the future

✔ Experienced in financial planning, income strategies, and tax-efficient investing

✔ Believes in creating customized solutions that fit each client’s goals and lifestyle



When she’s not working, Phyllis enjoys singing, walking, watching movies, and knitting—because financial security should always come with a little joy!