EFinancial Alliance, LLC

Frederick Phillips is a CFP® and holds a Series 66 license with 19 years of industry experience. He is currently affiliated with EFinancial Alliance, LLC and has prior experience at Origin Financial, Tree Street Advisory, LLC, Beal, LLC, and Taylor Securities, Inc. Outside of his advisory work, he is involved in an e-commerce and retail business through Beal, LLC, overseeing operations including website management and supplier relations. EFinancial Alliance, LLC provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and other businesses. The firm manages approximately $225.8 million in discretionary assets, focusing on individualized portfolio management using a value, safety, and quality framework with strong risk control.

Christian Barr is a financial advisor at EFinancial Alliance, LLC with Series 63 and Series 65 licenses and over four years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2024 to 2026 and has entrepreneurial experience with Saphe Inc and marketknow llc. EFinancial Alliance manages approximately $292 million for about 208 clients, serving individuals, trusts, estates, pension plans, and businesses. The firm offers integrated financial planning and discretionary portfolio management, emphasizing risk control and individualized asset allocation across multiple securities.

Destin Tompkins is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at EFinancial Alliance, LLC since 2013. He is a trustee and board member of St. Paul Christian Academy, where he participates in various committees and fundraising efforts. EFinancial Alliance, LLC provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and businesses. The firm manages discretionary portfolios using a value, safety, and quality framework focused on risk control, combining financial planning and portfolio management with regular client monitoring.

Mitchell Anderson is a financial advisor at EFinancial Alliance, LLC in Franklin, TN, holding a Series 65 designation with 14 years of industry experience. He has been with EFinancial Alliance since 2012. EFinancial Alliance, LLC provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and other businesses, managing approximately $225.8 million in discretionary assets. The firm emphasizes individualized, discretionary portfolio construction focused on value, safety, quality, and risk control, combining financial planning with portfolio management across its client relationships.