John Phillips, CPA/PFS,CFP®

John Phillips is a Portfolio Analyst at Northside Capital, and since 2001, has focused on improving and maintaining the information systems within Northside, which provide client investment portfolio and investment partnership reporting. Mr. Phillips is also the Chief Compliance Officer.

Before joining Northside Capital, Mr. Phillips worked as a personal financial planner providing financial services to individuals and businesses through Northwestern Mutual.

Prior to joining Northwestern Mutual, Mr. Phillips was the accounting/operational manager for DaKine Hawaii, Inc., a sporting goods manufacturer and distributor. Mr. Phillips was the internal project manager for two successful computerized information system upgrades that replaced obsolete and inefficient manual accounting and production systems.

Mr. Phillips holds an MBA from Seattle University, and a BS in Accounting and Business Administration from Kansas University. Mr. Phillips is a licensed Certified Public Accountant – Personal Financial Specialist, Certified Financial Planner, and holds the CPIM designation (Certified in Production and Inventory Management) from the American Production and Inventory Control Society