portrait of Doug Phillips
FINANCIAL ADVISOR

Doug Phillips

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Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Business Retirement Plans

Personal Interests

  • Coaching Sports
  • Music
  • Golfing
  • Traveling

Team Members

  • Lynda Palmer
    Sr. Branch Office Administrator
  • Kendra Wolfenbarger
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

Phone

(541) 451-4000

Fax

(877) 222-4748

Office Address

2600 South Main Rd
Lebanon, OR 97355opens in a new window

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