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.
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
As the second largest independent financial advisor network in the nation by number of advisors and a leading provider of investment programs to financial institutions, Cetera Financial Group provides award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, and innovative technology to its family of broker-dealer firms nationwide.
Through those firms, Cetera Financial Group offers the stability of a large and well-capitalized broker-dealer and registered investment adviser, while serving independent and institutions-based financial advisors in a way that is customized to their individual needs. Cetera Financial Group is committed to helping advisors grow their businesses and strengthen their relationships with their investor clients. All of Cetera Financial Group’s broker-dealer firms are members of FINRA/SIPC.
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.