I attened the University of Illinois at Chicago and Millikin University studying bioloy pre-med, but always had an interest in business and financials. I spent 3 years on the division 1 swimming and diving team at UIC, where I was an Academic All-American. After graduating undergrad with a BA/BS in Biology, I went on to receive a board ceritfication in histology (ASCP), and worked at a hospital before switching industries and taking on a role as lead sales person at an agricultural food ingredient companies commodity floor. I found a love for business and financials and enjoyed watching the stock market. I pursued a masters in business administration with a focus on management from Indiana Wesleyan University, and then switched roles back into healthcare as an account manager for a Fortune 500 pharmaceutical company. My role there was to work with major ACO groups in the midwest with ther respiratory and diabetic departments. Upon the birth of my third child, and the loss of some important family figures in my life, I was recruited by Northwestern Mutual to help with their team. There was a need for someone who understand medical professionals financial needs, and I stuck out to Northwestern Mutual as someone who would take on this role well.

I started my financial planning practice in 2018, in Illinois, and eventually moved to Mt. Pleasant, SC.

My focus is on helping families, professionals, and minorities created financial plans customized to them. I find my position extremely rewarding, and have become quite passionate and my clients biggest cheerleaders.

I have experience with the following fields:

Medical Professionals and Pharamceutical/ Medical Device industry

Special needs families

Public figures/Entertainment industry professionals



Software Industry


Years of Experience

Representing Northwestern Mutual since 2018.


Degree Major Institution
Bachelors of Arts & Science Biology Millikin University
Management Master in Business Administration Indiana Wesleyan University
Jenny Phillips

Jenny Phillips, B.A., MBA, ChSNC®

Financial Advisor


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