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.
Coordinating Your Entire Wealth Team
We serve as the quarterback of your financial team, coordinating with estate attorneys, CPAs, private bankers, and investment specialists to ensure every aspect of your wealth is professionally managed. With a deep understanding of the complexities that come with wealth, Premier provides customized strategies designed to protect, grow, and simplify your financial life. Whether you need tax-efficient investment planning, estate structuring, business succession guidance, or private banking solutions, we bring together the right experts to create a seamless, fully integrated wealth plan.
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.
JR is an Investment Advisor Representative of Cetera Advisor Networks LLC.
Tyler Peterson, CFP®
As an Investment Adviser Representative with Premier Retirement Plan Advisors, Tyler brings a passion for helping clients reach their financial goals. He focuses on helping young professionals build clear and confident financial plans that support their long-term success.
Since entering the industry, Tyler has earned the SIE, Series 7, Series 63, Series 65 registrations, Iowa life and health insurance license, and the CERTIFIED FINANCIAL PLANNER™ designation.
In his leisure time, Tyler enjoys working out, cooking at home, and spending time with his friends and family. He lives in Clive with his wife, Lexi, daughter Evelyn, and their dog, Kona.
Hannah Blackford
As the Client Services Associate at Premier Retirement Advisors, Hannah is passionate about connecting with clients and supporting them as they work toward their financial goals. Although new to the financial industry, she brings several years of strong customer service experience from numerous job fields. Hannah is a graduate from Iowa State University with a Marketing and Entrepreneurship degree.
Outside of the office, Hannah enjoys doing yoga and Pilates, binge-watching her favorite shows, traveling, and spending time with her boyfriend, Ermin.
Non-Registered Associated Person with Cetera Wealth Services, LLC, member FINRA/SIPC.
Partnered With:
Explore Cetera
In 2021, Cetera expanded its reach by acquiring Voya Financial Advisors, further strengthening its position as a leader in the financial services industry. Through our partnership with Cetera, our firm has gained comprehensive and leading-edge growth capabilities, along with increased flexibility and choices designed to better serve each of our clients’ specific goals.