Jimmy Phillips


Financial Analyst

Jimmy joined Summit Group of Virginia in 2023 as a Financial Analyst. He brings a diverse set of experiences to the Summit Group team, with 26 years of service in the U.S. Army as an Infantry Officer, and 10+ years serving in the private sector, concluding as a Chief Operating Officer. As a Financial Analyst, Jimmy reviews financial statistics, assesses performance, and creates financial projections for our firm. Additionally, he is working to help enhance Summit Group’s integration as part of Alera Group.

Jimmy is a graduate of Old Dominion University (Corporate Finance), Syracuse University (MBA), as well as a PMI certified Project Management Professional. Heis a values-driven professional with recognized experience leading large organizations to perform in complex environments. Jimmy has a history of producing results that improve operations and increase fiscal accountability.

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