EFinancial Alliance, LLC

Frederick Phillips is a CFP®-credentialed financial advisor with 20 years of industry experience. He is currently with EFinancial Alliance, LLC and has previously worked at firms including Merrill, Guardian Life, and Taylor Securities. Outside of financial advising, he oversees operations and marketing for an e-commerce retail business. EFinancial Alliance provides discretionary portfolio management and financial planning services for individuals, trusts, estates, and qualified plans, serving both high-net-worth and non-HNW clients. The firm emphasizes risk control through individualized asset allocation and manages nearly $292 million in discretionary assets with a four-advisor team.

Christian Barr is a financial advisor with EFinancial Alliance, LLC, holding Series 63 and Series 65 licenses and bringing one year of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company. Outside of financial services, he is involved with Saphe Inc, where he has been active for several years. EFinancial Alliance provides discretionary portfolio management and financial planning to individuals, trusts, estates, and qualified plans, serving both high-net-worth and non-HNW clients. The firm emphasizes risk control through individualized asset allocation using marketable securities and manages nearly $292 million in discretionary assets across a four-advisor team.

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.