Richard Anderson

How I Help Our Clients: 

• Direct Client Financial Advising

Professional:

After starting my own practice in 2015, I quickly saw the value of working with a team. In April of 2016 I combined my practice with AAWM to elevate our clients' experience. My belief is that education creates confidence in decisions that allows people to live life in a greater capacity.

Prior to joining the Northwestern Mutual family, I worked in retail management for 10 years.

Personal

I am married to Eric Phillips and have two boys: Reese and Bryce. I grew up in Gorham, NY where I still reside, and attended Marcus Whitman High School.

When I am not at the office, I enjoy spending time with family/friends, being outside with the animals on our farm, and being creative.

Education

• Rochester Institute of Technology, B.S. Business Administration Management

How I Help Our Clients:

• Investment Operations
  • New Investment Account Opening, Transfers/Rollovers, Contributions/Distributions, Account Servicing

Professional:

I joined Northwestern Mutual in 2005 and joined AAWM in 2016 doing Investment Operations. I guide our clients through the process of implementing the investment solutions recommended. 

Prior to Northwestern Mutual, I worked in management in both the Real Estate Banking Industry and a Real Estate Law Firm. 

Personal:

I grew up in North Rose, NY and have lived in Charlotte since 2003. I was a line dance instructor from 2001-2020.  I love reading, doing cross stitch, traveling, and spoiling my two nieces. I have a cat named Noah. I have actively raised money to support cancer research for over 20 years, but this became more important since the loss of my beloved Momma in 2015 to breast cancer.

Education:

• University of Rochester, B.S. Psychology and a certificate in Management Studies from the Simon School of Business

How I Help Our Clients: 

• Paraplanning
• Insurance Operations
  • New insurance applications, policy changes, policy servicing, policy billing

Professional:

I started at Northwestern Mutual in the fall of 2019 as an intern. After completing the internship, I accepted a role of Director of Operations and Client Experience and ultimately joined AAWM in May of 2021. I started with Insurance Operations and am transitioning to the Paraplanner role. 

Prior to Northwestern Mutual, I attended St. John Fisher College and worked in customer service/management at Old Navy. 

Personal:

I grew up in Buffalo where I attended Frontier High School. I moved out to Rochester to attend St. John Fisher College and stayed in the area after graduation.

Outside of work I enjoy trying new restaurants and wineries with friends. I also enjoy cooking, going for walks, and spending time with my family in Buffalo. 

Education:

St. John Fisher College, B.S. in Finance - Honors Program Recipient

How I Help Our Clients:

• Scheduling appointments
• Insurance Operations
  • New insurance applications, policy changes, policy servicing, policy billing

Professional:

After earning my degree in Economics from St. John Fisher, I entered the banking world to explore my interest in finance and operations.  From that experience, I realized that I was more attracted to the investment world.  I joined AAWM in 2023 doing operations and scheduling.

Personal:

I grew up in Ontario, N.Y, where I attended Wayne Highschool.  I was on the wrestling team, and on the golf team.  When I’m not keeping busy at AAWM you can find me at the gym almost every day lifting weights.  In my spare time I like to read, and I’m usually always in the kitchen eating or cooking.  I constantly enjoy learning and have a goal of achieving my master’s degree in business administration.

Education:

St. John Fisher College B.S in Economics