Broker Check
Jim Phillips

Jim Phillips

Partner/CMO

Jim Phillips joined Hyer Financial in January 2023 as a financial specialist and licensed agent. Jim is a retired teacher and coach of 34 years. He brings his passion of education to the financial world and educates retirees on different strategies to protect and preserve their assets, increase their retirement income and reduce their taxes. “I have a deep understanding of the importance of long-term care planning, after both of my parents required care shortly after their retirement. It’s more than just protecting assets; it’s about protecting your family and your dignity.”

Jim is a graduate from Fairmont State University where he also played collegiate baseball. This is where he met his wife, Jill, of 35 years who also happens to be his business partner. They have raised 3 children together and now enjoy their expanded family especially their 5 grandchildren.

Jim was born and raised on a farm in Philippi, West Virginia where his dad instilled a tremendous work ethic in him at an early age. Today, he prides himself on doing the right things, the right way, for the right reason. He now applies this same work ethic and beliefs to financial planning for our clients.