The retirement solution you deserve.

Philip Ellis is a fiduciary investment advisor who has provided retirement planning solutions to the Michiana area since 2003. He sits down with clients and listens to their priorities and concerns in order to better understand their unique situations and financial strengths and weaknesses. This collaborative approach results in holistic retirement strategies that make use of Social Security and tax planning, as well as income sources.

Phil has achieved Certified Senior Advisor and National Social Security Advisor designations and has completed several courses, including the Financial ABCs of Retirement Planning, Six Pillars of Income Planning and Social Security Maximizer Instructor Training. He is passionate about empowering others and uses this passion to help clients develop custom financial plans that meet their long-term goals.

Griffin Beaudette, a southwest Michigan native and graduate of Concordia University Chicago, joined the Brittison team in February 2022 as junior partner. His experience in sales, customer relations, marketing, and account management from the RV industry, along with his nature of being a team player and his love of helping people, make him well suited for our office.

Currently, he helps Phil teach classes in Medicare, Social Security, taxes, and retirement as well as meeting with current and prospective clients.

Catie Ellis has been with Brittison from its inception. Her positive energy and heart for people shape the experience every client has with us. Catie's involvement starts at the hiring stage, making sure each team member is a good fit for the Brittison family in personality as well as professionally.

Whether interior spaces, client events, or client experiences, her true passion is design. With over 15 years of event planning experience, her knowledge, industry contacts, and creativity are key ingredients in the success of Brittison events held several times throughout the year.

Rhonda, a Southwest Michigan native and graduate of Michigan State University, joined the Brittison family in March of 2019 as Office Manager, where she helps Phil and the clients navigate the application process from filling out paperwork through the issuance of the policy, as well as handling client account updates, overseeing office operations, and ensuring compliance with local, state, and federal statutes.

She comes to us from the Berrien County Register of Deeds office with a background in title work and management, working in several roles including Chief Deputy Register of Deeds, Foreclosure Division Manager, and Seasonal Project Manager.

Krislyn is our Client Services Professional. She answers the phone and helps Phil and Griffin guide clients through the process of filling out client paperwork through the issuance of the policies. She also handles client account updates, helps oversee office operations, and makes sure everyone who enters our office feels welcome.

Krislyn is originally from the Saginaw area, moved to Southwest Michigan during high school, and now calls it home.

Since 1978, Terry Brewer has practiced law in Flint, Michigan. He is a graduate of the University of Michigan-Flint and Wayne State Law School, with experience in many work environments.

Estate planning has become the particular interest and emphasis in his practice of law, which gives him a broad understanding of your estate planning concerns.