Our Team

 

Our Personnel

 

Viva Financial

Dan Phillips

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.

Read more

To Learn More about Dan, Click here to go to the Who We Are page.
Heather Phillips

Heather Phillips

Co- owner, Office Manager

Bachelor Degree — Interior Design — The Ohio State University

Heather excels at crafting a quality service experience for clients.

Read more

To Learn More about Heather, Click here to go to the Who We Are page.

 

Jeni Shuey

Jeni Shuey

Client Service Specialist

 

Jeni enjoys coming up with creative solutions for every day problems.

Read more

She enjoys drawing/painting, writing poetry, and being a mom. Jeni and her husband have four children. In their free time, they enjoy board games, golf, reading, and any activity that gets them outside.

 

 

Affiliated Office

Frandsen Morrill Advisors

Michael Frandsen, CLU® CFP®

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.

Read more

A longtime Boy Scout advisor he also serves on the board of Kids On the Move. He enjoys camping, playing basketball and long distance running.

 

Christopher Morrill, ChFC®

Christopher Morrill, ChFC®

Affiliate Advisor

Bachelor of Science Degree — Business Finance — Brigham Young University

Chris has helped clients retire confidently for 19 years. 

Read more

Chris helps clients throughout the Wasatch Front, but also loves traveling to Carbon, Emery, Grand, and San Juan Counties to help clients in those areas make wise retirement decisions. Chris and his wife Kathryn live in Springville, UT with their four children who range in age from 18 to 7 years old. In his free-time Chris watches his children play a lot of soccer games, and if there is any time left, he enjoys the outdoors on his mountain bike. He is also the high school mountain bike coach for Springville, Maple Mountain, Salem Hills, Spanish Fork, and Payson High Schools.

 

Travis Ewell, CLU®

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

Read more

associate’s degree in Business. He then transferred to Southern Utah University in Cedar City, Utah, and completed his bachelor’s degree in Finance. Currently, he is a Financial Advisor with his Series 6, 7, 63, and 65, securities registrations. He is a multi-year member of the Million Dollar Round Table and an active member of the National Association of Insurance and Financial Advisors (NAIFA).

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.

 

Morgan Winters

Morgan Winters

New Business Specialist

Bachelor of Science Degree — Personal Financial Planning — Utah Valley University

Morgan’s passion for helping others and her creative spirit are what led her into pursuing a degree in

Read more

Financial Planning. When she is not working, she enjoys spending her time outdoors with her family, playing Pickleball and travels whenever she gets the chance.
Nicole Jenkins

Nicole Jenkins

Client Relations Specialist

Bachelor of Science Degree — Communications — Utah Valley University

Nicole loves talking with and getting to know new people.

Read more

She enjoys spending time with friends and family. Summer is her favorite time of year, and you can always find her running, hiking, or in the water!

 

Contact us

Viva Financial

4625 Morse Road, Suite 102 | Gahanna, Ohio 43230
P: 614-831-0800 | dan.phillips@viva-financial.com | heather.phillips@viva-financial.com | F: 614-831-0799

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Viva Financial are not affiliated.

This communication is strictly intended for individuals residing in the states of CA, CO, FL, KY, MI, NM, OH, OK, PA, TX, UT, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Copyright © 2022
Viva Financial