C-PHASE FINANCIAL - Key Persons


Adam M. Phillipich

Job Titles:
  • Investment Advisor
  • Representative
A Twin Cities native, Adam earned his degree at the University of Wisconsin-Madison before eventually moving back to the metro area with his wife, Stacy, in 2006. He has been working in the financial services industry for nearly 14 years, with over 11 years of experience as a licensed advisor and insurance agent. Adam believes strongly in building lasting relationships that are founded on trust, honesty, and integrity, and he enjoys helping his clients implement strategies that give them confidence that they will meet their goals. Outside of his business responsibilities, Adam loves spending time with Stacy and their three daughters. He is a member of the Bloomington and Minneapolis Chamber of Commerce, is actively involved in his church, and can often be found on a field or in a gym coaching his daughters' various sports teams.

Thomas Tollefson - Founder

Job Titles:
  • Founder