Phillips Ballenger Updates

To me, Wealth is NOT about money...  I gauge my wealth on the relationships I have, the quality of time I am able to enjoy with my family, the level of joy and happiness I feel when I am able to provide experiences and special moments with my children.  Yes, money does afford me the ability to create certain experiences with my family and friends, but I don't measure my wealth by the size of my bank account...

To Our Clients, Partners, & Friends,

Happy New Year!  We hope that you had a happy holiday and were able to get some well-deserved time off.  The new year has brought some big and exciting changes to Phillips Ballenger, and because we value our clients so much, we want to keep you in the know.

First and foremost, it saddens me to say that my wonderful assistant of 9 years, Donna DiNoto, will be leaving Phillips Ballenger on January 23, 2019...