Our Bio/Qualifications

T. Ray Phillips graduated in 1991, after only 3 1/2 years of study, from De Pauw University with a Bachelors of Arts Degree and a major in Economics.

Mr. Phillips spent 4 1/2 years in the field of health insurance sales after graduation. He consistently finished among the top 25 producers nationwide for Reserve National Insurance, Co.

Mr. Phillips shifted his practice to investment and insurance portfolio analysis and design associated with the Indianapolis Financial Group in 1996.

In December 1998, the company that is now The Family Business Legacy Co, LLC was created to work primarily with the privately held and family-owned business. 

In 2002, T. Ray earned his Chartered Financial Consultant (ChFC) designation. In 2004, T. Ray became the first person in Indiana and one of less than 500 individuals nationwide to earn the Certified Family Business Specialist (CFBS) designation. Concurrent with the CFBS, he also earned his Graduate Certificate in Business Succession Planning. All of these designations are from the American College in Bryn Mawr, PA. In 2007, he earned the Accredited Estate Planner designation (AEP).