Dan Phillips

Affiliate Advisor
614-831-0800

Bachelor of Science Degree – Interdisciplinary Studies – University of South Carolina

Dan’s unique advisory experience is cultivated from a lifetime of discipline, diligence, and hard work. Dan started in the financial industry at Edward Jones, but soon discovered that he would rather own a business, he then founded Viva Financial to provide comprehensive financial services to individuals and families. He holds FINRA Series 7 and 66 licenses along with various insurance licenses. Outside of work, Dan is a passionate athlete and swimmer. He is an assistant swimming coach at Olentangy Liberty High School and is active in his church. Dan enjoys spending time with his family and travelling whenever he has time.