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Our Firm

Pursuing Your Retirement Goals and Objectives is Our Business

Meet the Team

Meet the Team

Premier Retirement Plan Advisors offers all-encompassing services to our clients, business and personal. We have strategically partnered with many of the leading record keepers, third party administrators, insurance companies, mutual fund companies, and investment managers in order to provide our clients with products and services to meet their specific financial needs. Additionally, Premier Retirement Plan Advisors has an unwavering commitment to premier service.

Core Values

In everything we do, we are guided by our core values:

We strive to exceed your expectations every day.

While our efforts will be focused on helping you pursue your objectives, our ultimate goal is for you to surpass them. After all, you’re investing time, money and energy into working with us, and we want to make sure you’re getting maximum value out of our relationship. Throughout our time together, we’ll be constantly looking for new ways to get you closer to where you want to be.

J.R. Phillips, CRPS®, AIF® 

As President and Founder of Premier Retirement Plan Advisors, JR has been in the financial industry for 9 plus years. JR is passionate about serving clients and business partners with each core value that he stands behind.

JR enjoys spending time with his family, outside yard work and cheering on the Iowa Hawkeyes. JR lives in West Des Moines with his wife, Laura and children Gavin and Anna. Their oldest son, Cole, is a student at the University of Iowa.

Melissa Keller

As Operations Manager for Premier Retirement Plan Advisors, Melissa takes pride in helping clients with all aspects of their financial servicing needs.  Melissa has 16 plus years of serving clients and advisors in the financial industry and holds her Life/Health license in the state of Iowa. 

Melissa enjoys the many chores and projects on their hobby farm along with her husband Andy, and kids Tucker and Cora.  She loves spending time with family, gardening and enjoying the outdoors.

Our Partner

Partnered with Cetera 

Partnered with Cetera 

Through partnering with Cetera, our firm has gained comprehensive and leading-edge growth capabilities, in addition to increased flexibility and choices that will better benefit and cater to each of our client's specific goals. 

Learn More about our Services

Business Services

As an independent financial planning and consulting firm, we focus on guiding administrators to the right retirement plans for the benefit of the company and the employee.

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Our Approach

Whether you run a business or you’re looking to improve your personal retirement plan. we can partner with you to provide simple, strategic solutions that work for your situation.

Our Approach

Personal Services

Our financial planning and investment management teams come together to provide the best advice and guidance for your unique goals.

Explore Personal Services