Kiaina Phillips

Director of Institutional Services

Kiaina oversees the firm’s institutional and private wealth Client Service Teams across all offices. Prior to joining the firm in 2013, Kiaina worked at Charles Schwab as a Client Service Specialist servicing client accounts and conducting investor education workshops. She graduated from Loyola University Chicago with a Bachelor’s of Business Administration. Kiaina spends her free time volunteering with Year Up, reading and crafting.

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