Lars Phillips, CFA, CFP®Lead Advisor | Partner
Direct: (425) 531-7329
Office: (425) 467-1011 Ext. 209
Using technology to enhance client experience
Every day brings a new challenge and a new opportunity for Lars to expand his job description. Clients know Lars as an aggregator. By bringing their accounts together in one place, he helps them develop a clearer picture of their financial lives. Colleagues know Lars as an innovator. Whether he is working with the social security analyzer program or running back-end admin for the CRM system, his technological wizardry helps Avier continually enhance the client experience.
A lifelong Seattleite from Ballard, Lars lives out his Steinbrenner like dream by sponsoring his very own Ballard Little League team – the Ballard Nordics. And as a former manager of the UW Women’s Basketball and UW Baseball teams, he can often be found sporting the purple and gold and rooting for his alma mater. Lars also enjoys traveling the world and experiencing new cultures having already visited 31 countries, and has no plans to slacken the pace.
In 2016 Lars participated as a cast member on Season 7 of Alt For Norge, one of the highest rated reality TV shows in Norway.
Bachelor of Arts in Business Administration with formal options in Finance and Marketing, University of Washington Michael G. Foster School of Business
Chartered Financial Analyst® (CFA) charterholder
CERTIFIED FINANCIAL PLANNER™ Professional