Hello
Welcome
Finance is often seen as a complicated subject, but it doesn’t have to be, the key is realizing that everyone’s situation is different. That being said we’re happy to meet with you to get an idea of your situation and identifying what financial tools or techniques might help you achieve your personal financial goals.
Who is Fi Ed 101?
Kathleen Phillips
Kathleen Phillips
Kathleen Phillips
Born and raised in southeast Michigan Kathleen moved to Colorado in 2013 to pursue grad school. She later started with New York Life Insurance Company in 2017 after her dad passed away and there were no financial plans in place. She has since finished her Master of Business Administration (MBA) degree and now works with Five Peaks Capital
Born and raised in southeast Michigan Kathleen moved to Colorado in 2013 to pursue grad school. She later started with New York Life Insurance Company in 2017 after her dad passed away and there were no financial plans in place. She has since finished her Master of Business Administration (MBA) degree and now works with Five Peaks Capital Group a financial services boutique maintaining New York Life Insurance Company as a Broker-Dealer.
Fi Ed 101
Kathleen Phillips
Kathleen Phillips
We started Fi Ed 101 in 2020 because we saw a gap in financial literacy courses being offered. We do our best to fill this gap by offering quality education on a wide variety of financial subjects. Although the Finance Industry as a whole doesn't have the best reputation we decided to jump in with both feet and help make things better fro
We started Fi Ed 101 in 2020 because we saw a gap in financial literacy courses being offered. We do our best to fill this gap by offering quality education on a wide variety of financial subjects. Although the Finance Industry as a whole doesn't have the best reputation we decided to jump in with both feet and help make things better from the inside because we both saw the immense value we can provide to people striving to achieve their goals and focus on things that are more important than money.
Brendan Morrison
Kathleen Phillips
Brendan Morrison
Originally from Alaska, Brendan's Dad joined the Navy when he was a child, so he grew up traveling a lot. He later joined the Military himself on the Army side which kept him traveling. After retiring in 2017 he decided to set roots in Denver, Colorado, and started a financial services company with New York Life Insurance Company as his b
Originally from Alaska, Brendan's Dad joined the Navy when he was a child, so he grew up traveling a lot. He later joined the Military himself on the Army side which kept him traveling. After retiring in 2017 he decided to set roots in Denver, Colorado, and started a financial services company with New York Life Insurance Company as his broker-dealer. He is now able to offer top-shelf financial services and is active in several states across the US.