MassMutual financial professional.

Amy B. Phillipsemail

  • Professional Story

    Preparing for the next step in life isn’t always easy. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.

    I received my MBA with a concentration in Finance from the University of the Incarnate Word in 2019.  Because my first career was in the Air Force as a meteorologist, I have a Bachelor of Science in Atmospheric Science from the University of Missouri and a Master of Science in Satellite Meteorology from Texas A&M University. In addition, I have three daughters ages 5 through 9 who keep me busy!  I love being outside and enjoy running, walking, hiking, and reading.

    Education

    University of Incarnate Word (2019)
    Texas A&M University (2002)
    University of Missouri (1998)

    Hobbies

    Walking
    running
    hiking
    reading

  • Languages:
    • English

  • Credentials:
    • MBA
    • MS

  • Specialties:
    • Insurance Strategies
    • Business Owners
    • Retirement Income Planning
    • Military
    • College Funding Strategies
    • Risk Management Strategies
    • Estate Planning
    • Financial Education

  • Online Services

See Amy’s Licenses and Disclosures

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