team



Rated by Forbes/SHOOK as a
2024 Best-in-State Wealth Management Team.


With over 140 years of combined experience in the financial services industry, we are a team of 4 investment professionals and two client support associates working together to deliver comprehensive wealth planning to our clients. As wealth management needs become increasingly more complex and demanding, our goal is to shed light on the intricacies so that you can gain confidence in your personalized investment plan. 


When you work with Bezilla Kinney Phifer Wealth Management Group, we strive to provide:


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Careful time and consideration of your wealth management needs


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To be valued as a person beyond your financial picture
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Lasting, meaningful, and multi-generational family relationships


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Gaining confidence in your investment choices with our guidance
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The highest quality of service, producing a plan tailored to you




> Click here to meet the individuals on our team of professionals