Our Support Staff

Our Support Staff

Headshot for Jacob Phillips, Business Manager

Jacob Phillips

Business Manager

jphillips@Vfinancialpartners.com

Jacob Phillips has been Business Manager for V Financial Partners for two years. In this role, he assists in designing proposals, working with back-office partners, and completing reams of paperwork.

Previously, Jacob was deeply involved in the political process, both in elections and in government. When not in the office he can be found traveling the world to places many cannot find on the map, cheering on Arsenal FC and Cleveland sports teams, and pondering what strange yet delicious cuisine to cook for dinner.

Headshot for Nikki Fathauer, Operations Analyst

Nikki Fathauer

Operations Analyst

nikki@vfinancialpartners.com

Nikki joined Tyson Vines and V Financial Partners in 2021 as an operations analyst and administrative assistant.   Previously to joining V Financial, Nikki gained valuable case management experience for the Western Reserve Area Agency on Aging in Cleveland serving the area seniors and is an expert in health and financial document management.

She has a degree in hospitality management from the University of Northwest Ohio. 

Married to Robert with two children, Anna and William, they enjoy camping and often travels to see family and friends on big road trips. She is also an avid reader and bread maker.

Our Advanced Planning Resource

The Nautilus Group® is an exclusive resource accessible to Member Agents working with affluent, high net worth and business owner clients. Nautilus provides a range of consultative services and technical case design to support its Member Agents in presenting estate, business, charitable, insurance and retirement strategies to their clients and their clients' advisors in these key areas: Family Protection, Estate and Legacy Planning, Business Succession and Exit Planning, Executive Benefits, and Philanthropy.

Since every client has unique requirements, The Nautilus Group® staff and its Member Agents employ an individualized case development strategy, working on a team basis with the clients' professional advisors.

Member Agents of The Nautilus Group®, through their expertise and commitment to this team approach, can provide resources, services and solutions that help their clients work with their own professional advisors to attain clarity on their financial situation and also help achieve their business and estate planning objectives.

This consultative process fosters an understanding between the client, the Nautilus Member Agent, and the client's circle of advisors. Working hand in hand with the Nautilus staff, Member Agents present their clients with state-of-the-art planning strategies and customized case analyses designed to meet the clients' complex objectives. The one-on-one case design process used by Nautilus is tailored to the unique requirements of each client, achieving a better understanding of the complex needs and goals of each individual.

The Nautilus Group® is located in Dallas, TX and is staffed by an elite team of professionals experienced in law, taxation, accounting, business, insurance, finance and philanthropic planning. This team provides dedicated support for Nautilus Member Agents, an elite group of experienced insurance and financial industry leaders, firmly committed to a team planning concept.

The Nautilus Group® is a service of New York Life Insurance Company. Neither The Nautilus Group®, its member agents, nor its staff provide tax, legal or accounting advice. Clients are urged to seek the advice of their own professional advisors before implementing any planning strategies.