Cole Phillips

Case Design Consultant

Cole graduated from Messiah University in 2023 with a degree in finance and, soon after, brought his knowledge to the Snook Group. He has a love for financial planning and a passion for designing casework based on a client’s unique financial situation.

“While I am new to this role, I am passionate about ensuring clients have an exceptional experience with their financial professional.  I enjoy being part of the process of a sound financial plan with goals and strategies designed to create healthy retirements. “

As a case design consultant at the Snook Group, Cole hopes to grow his knowledge of financial planning and further equip himself to assist clients in their financial journeys.