Our Team
Our Personnel
Viva Financial
Dan Phillips
Co- owner, Financial Advisor
Bachelor Degree — Interdisciplinary Studies, Physical Education/Sports Administration — University of South Carolina-Columbia
Dan’s unique advisory experience is cultivated from a lifetime of discipline, diligence, and hard work.
Heather Phillips
Co- owner, Office Manager
Bachelor Degree — Interior Design — The Ohio State University
Heather excels at crafting a quality service experience for clients.
Chris Brubaker
Associate Advisor
Bachelor Degree — Mechanical Engineering – University of Cincinnati
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Jeni Shuey
Client Service Specialist
Jeni enjoys coming up with creative solutions for every day problems.
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Check the background of investment professionals on FINRA’s BrokerCheck.
Affiliated Office
Frandsen Morrill Advisors
Michael Frandsen, CLU® CFP®
Affiliate Advisor
Bachelor of Science Degree — Business Finance — Brigham Young University
Michael has been a financial advisor since 1989. He is married and has 6 children.
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Christopher Morrill, ChFC®
Affiliate Advisor
Bachelor of Science Degree — Business Finance — Brigham Young University
Chris has helped clients retire confidently for 19 years.
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Travis Ewell, CLU®
Director of Operations - Financial Advisor
Bachelor of Science Degree — Finance — Southern Utah University
Travis grew up in Pleasant Grove, Utah, and attended Ricks College in Rexburg, Idaho, earning his
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Travis, his wife Cheri, and their four children currently live in Genola, Utah, where he is very active with his family and a part-time farmer. He is active with his church responsibilities as well as coaching basketball. If he can’t be found at work, he is more than likely working with his 600 evergreen trees or on a mountain somewhere hunting mule deer.