Tyrone Phillippi, Cfp®, Ceft®
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Tyrone Phillippi, Cfp®, Ceft® Email & Phone Number

Director of Wealth Management and Regional Managing Director at McKinley Carter Wealth Services
Location: Dayton Metropolitan Area, United States 4 work roles 1 school
1 work email found @lifeplanfg.com 4 phones found area 937 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email t****@lifeplanfg.com
Direct phone (937) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
McKinley Carter Wealth Services
Role
Director of Wealth Management and Regional Managing Director
Location
Dayton Metropolitan Area, United States
Company size
39 employees

Who is Tyrone Phillippi, Cfp®, Ceft®? Overview

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Quick answer

Tyrone Phillippi, Cfp®, Ceft® is listed as Director of Wealth Management and Regional Managing Director at McKinley Carter Wealth Services, a with 39 employees, based in Dayton Metropolitan Area, United States. AeroLeads shows a work email signal at lifeplanfg.com, phone signal with area code 937, and a matched LinkedIn profile for Tyrone Phillippi, Cfp®, Ceft®.

Tyrone Phillippi, Cfp®, Ceft® previously worked as Certified Financial Transitionist™ at Sudden Money Institute and President at Lifeplan Financial Group, Inc. | The Southwestern Ohio Division Of Mckinley Carter Wealth Services. Tyrone Phillippi, Cfp®, Ceft® holds B.S., Financial Services from Wright State University.

Company email context

Email format at McKinley Carter Wealth Services

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*@lifeplanfg.com
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AeroLeads found 1 current-domain work email signal for Tyrone Phillippi, Cfp®, Ceft®. Compare company email patterns before reaching out.

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Profile bio

About Tyrone Phillippi, Cfp®, Ceft®

Over 30 years of experience in helping clients create a financial LifePlan that is focused on achieving financial freedom. I also help those that are navigating life transition moments like receiving an inheritance, selling their business or dealing with the loss of a loved one.I specialize in helping clients when life gets hard. This is done through a proven process to assist clients not only in the technical side of change but also the emotional side that drives everything. As a CFP®, Certified Financial Transitionist™ I have the experience to help my clients successfully navigate life changes, and make confident decisions to help them move to a new normal in their life.I am the leader of a unique team of advisors that pursue excellence in everything they do. Julie Brown and Rich Oliver are critical members of this team and really do deliver best in class service to every client we have the privilege of serving. Our main pursuit every day is to help our clients live their best life. Specialties: Fee-OnlyWealth ManagementSudden Money and Financial Transition ExpertCertified Financial TransitionistInheritance, Business Sale, Widow or Widower, Divorce, RetirementInteractive Financial PlanningRetirement Plan ServicesNon-Profit ServicesCEFEX FiduciaryHigh Net Worth and Ultra High Net WorthRegistered Investment AdvisorCFP - Certified Financial PlannerLevel 1 Senior Advisor and Executive Leadership

Listed skills include Wealth, Financial Planners, Financial Planning, Investment Management, and 18 others.

Current workplace

Tyrone Phillippi, Cfp®, Ceft®'s current company

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McKinley Carter Wealth Services
Mckinley Carter Wealth Services
Director of Wealth Management and Regional Managing Director
wheeling, west virginia, united states
Website
mckinleycarter.com
Employees
39
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Company profile
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4 roles

Tyrone Phillippi, Cfp®, Ceft® work experience

A career timeline built from the work history available for this profile.

Certified Financial Transitionist™

Sudden Money Institute

Helping clients successfully navigate life transition events.Loss of spouse, divorce, inheritance, sale of a business and other life transition events.

President

Lifeplan Financial Group, Inc. | The Southwestern Ohio Division Of Mckinley Carter Wealth Services

Dayton, Ohio Area

LifePlan Financial Group, Inc. is a fee-only financial planning and investment management firm. Our goal is help our clients create and manage wealth. We accomplish this by having a highly trained team that provides a superior service experience. Our team is nationally and locally recognized for excellence as wealth managers. We are dedicated to our clients and operating as a fiduciary with them to always do what is in their best interest. To learn more about our services please visit us at www.lifeplanfg.com.

Oct 1994 - Aug 2020

Staff Sergeant

Ohio Air National Guard

I served with the 178 CAMS as a Crew Chief on the A-7D and the F-16 in Springfield, Ohio. I was also a part of the NCO Club Softball team that played at the WPAFB league and traveled nationally each year to the ANG National Softball Tournament.

Jun 1987 - Jan 1995
Team & coworkers

Colleagues at McKinley Carter Wealth Services

Other employees you can reach at mckinleycarter.com. View company contacts for 39 employees →

NS Nick Stebner, Cfp®, Cpwa® Nick Stebner, Cfp®, Cpwa® Colleague at Mckinley Carter Wealth ServicesDayton, Ohio, United States View → DM Danette Millhouse, Fpqp Danette Millhouse, Fpqp Colleague at Mckinley Carter Wealth ServicesFollansbee, West Virginia, United States View → DK Dana Kaufman Dana Kaufman Colleague at Mckinley Carter Wealth ServicesMarshall County, West Virginia, United States View → CC Chelsea Clegg, Cfp® Chelsea Clegg, Cfp® Colleague at Mckinley Carter Wealth ServicesJacobsburg, Ohio, United States View → JJ Joshua Johnson, Cfp® Joshua Johnson, Cfp® Colleague at Mckinley Carter Wealth ServicesDayton, Ohio, United States View → JS John Slicer John Slicer Colleague at Mckinley Carter Wealth ServicesSouth Charleston, West Virginia, United States View → ND Nicole Dray Nicole Dray Colleague at Mckinley Carter Wealth ServicesWheeling, West Virginia, United States View → CW Chelsea Weiss Chelsea Weiss Colleague at Mckinley Carter Wealth ServicesScott Depot, West Virginia, United States View → KW Kathy White, Fpqp™, Crpc® Kathy White, Fpqp™, Crpc® Colleague at Mckinley Carter Wealth ServicesWexford, Pennsylvania, United States View → KM Kathleen Mcdermott Kathleen Mcdermott Colleague at Mckinley Carter Wealth ServicesMarshall County, West Virginia, United States View →
1 education record

Tyrone Phillippi, Cfp®, Ceft® education

FAQ

Frequently asked questions about Tyrone Phillippi, Cfp®, Ceft®

Quick answers generated from the profile data available on this page.

What company does Tyrone Phillippi, Cfp®, Ceft® work for?

Tyrone Phillippi, Cfp®, Ceft® works for McKinley Carter Wealth Services.

What is Tyrone Phillippi, Cfp®, Ceft®'s role at McKinley Carter Wealth Services?

Tyrone Phillippi, Cfp®, Ceft® is listed as Director of Wealth Management and Regional Managing Director at McKinley Carter Wealth Services.

What is Tyrone Phillippi, Cfp®, Ceft®'s email address?

AeroLeads has found 1 work email signal at @lifeplanfg.com for Tyrone Phillippi, Cfp®, Ceft® at McKinley Carter Wealth Services.

What is Tyrone Phillippi, Cfp®, Ceft®'s phone number?

AeroLeads has found 4 phone signal(s) with area code 937 for Tyrone Phillippi, Cfp®, Ceft® at McKinley Carter Wealth Services.

Where is Tyrone Phillippi, Cfp®, Ceft® based?

Tyrone Phillippi, Cfp®, Ceft® is based in Dayton Metropolitan Area, United States while working with McKinley Carter Wealth Services.

What companies has Tyrone Phillippi, Cfp®, Ceft® worked for?

Tyrone Phillippi, Cfp®, Ceft® has worked for Mckinley Carter Wealth Services, Sudden Money Institute, Lifeplan Financial Group, Inc. | The Southwestern Ohio Division Of Mckinley Carter Wealth Services, and Ohio Air National Guard.

Who are Tyrone Phillippi, Cfp®, Ceft®'s colleagues at McKinley Carter Wealth Services?

Tyrone Phillippi, Cfp®, Ceft®'s colleagues at McKinley Carter Wealth Services include Nick Stebner, Cfp®, Cpwa®, Danette Millhouse, Fpqp, Dana Kaufman, Chelsea Clegg, Cfp®, and Joshua Johnson, Cfp®.

How can I contact Tyrone Phillippi, Cfp®, Ceft®?

You can use AeroLeads to view verified contact signals for Tyrone Phillippi, Cfp®, Ceft® at McKinley Carter Wealth Services, including work email, phone, and LinkedIn data when available.

What schools did Tyrone Phillippi, Cfp®, Ceft® attend?

Tyrone Phillippi, Cfp®, Ceft® holds B.S., Financial Services from Wright State University.

What skills is Tyrone Phillippi, Cfp®, Ceft® known for?

Tyrone Phillippi, Cfp®, Ceft® is listed with skills including Wealth, Financial Planners, Financial Planning, Investment Management, Investment Advisory, Retirement Planning, Asset Allocation, and Wealth Management.

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