Kris Gillis-Phelps, Director of Client Reporting

Team member since 2004

Kris provides our clients and Financial Advisors with exceptional support. Her duties include client meeting preparation, performing all account trades, and processing IRA annual Required Minimum Distributions (RMDs).

“My mission in life is not merely to survive, but to thrive, and to do so with some passion, some compassion, some humor, and some style.” Maya Angelou

Get to know Kris Gillis-Phelps

What are your top three bucket list items?

  • Go on an African Safari
  • Pack up a motorhome with my wife & kids and head out for a cross country adventure, stopping wherever the days take us
  • Attend a Snatam Kaur performance.

If you could have a cocktail or cup of coffee with anyone (past or present) who would it be and why?

I would love to have coffee with Oprah. Well, because she’s Oprah!  She is such an enlightened individual who has a passion to help others and raise the awareness of everyone through understanding, compassion & gratitude.

What is your favorite TV show, and why?

It’s American Ninja Warrior!  It’s not only a show about amazing athleticism but it also shares wonderful stories about the competitors. The collective encouragement and support for one another by all the participants is truly remarkable. All athletes and individuals should treat each other in such an amazing way.

What is your favorite trip or adventure that you’ve experienced?

Motherhood.

What do you love most about your role at PWS?

Playing a part in our clients’ lives and helping them enjoy the things that matter to them.

Licenses

  • Series 7 General Securities License
  • Series 66 Uniform Securities Agent and Investment Advisor Representative License
  • Life, Health, and Annuity Insurance Licenses