Meet the professionals who can help you pursue your goals

We guide individuals and families toward their ideal retirements.

Meet the Team

The team behind Phelps Financial Group is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

dwain-tall-headshot
dwain-headshot

Dwain Phelps Founder and Owner

Inspired by the lack of financial literacy in his community, Dwain made a commitment to educate himself academically in the study of finance. Today, he leverages that knowledge in his interactions with clients of all backgrounds. Dwain said, “My thirst for knowledge has led to a fulfilling career where I’ve helped families, retirees, business owners, professionals and faith-based institutions thrive, and developing long-lasting relationships is of utmost importance.”

Dwain holds a Bachelor of Science in business management from Oral Roberts University and has more than 25 years’ experience in wealth management, retirement planning and financial services. Dwain founded Phelps Financial Group in 2008, and in addition to his duties as a business owner, he works diligently with clients to help provide solutions and identify potential weak links in their investment and retirement strategies. He works with Advisors Excel, a leading field marketing organization, to offer products and services from major carriers of insurance and financial products to help his clients succeed.

Dwain is passionate about financial literacy and combating money myths, and that enthusiasm is reflected in his work with the individuals and families who experience his warm, fun-loving and logic-based approach to retirement planning. He is a consistent contributor of financial literacy content for publications such as The Wall Street Journal, Forbes, U.S. News & World Report, Yahoo! Finance, HuffPost, AARP and Kiplinger.

Dwain has been married for over 25 years to his wife, Tanya, and remains active in the lives of his three children, Jalen, Victoria and Maia.

Leo Lucier Headshot 2022

Leo Lucier Agent / Sales Leader

Shawn Graham Headshot 2022

Shawn Graham Assistant

Carol Sills Headshot 2022

Carol Sills Director of Communication

Lindsay Whited Headshot 2022

Lindsay Whited Agent / Sales Leader

LEARN MORE
David_Taylor

David Taylor Sales Leader

Recommended Professionals

Don’t let a weak link in your financial plan derail your future.

For more information about any of our products and services, schedule a meeting today.

Or Give Us a Call At

678.819.3765