Kelli Phifer

Peace of Mind Financial Planning takes a team approach. We believe that every client deserves a team of professionals working for them as they work to achieve their goals. Providing financial planning is much more than a career for Linda – it’s a lifelong mission. She believes that all individuals and families can feel in control of their finances and have money to help provide them the life they want. To have a more in-depth understanding of how people work through their financial concerns and to provide better support to her clients, Linda obtained a PhD in Personal Financial Planning. Because she believes that consumers all best served by a strong financial planning profession with rigorous standards, she has given her personal time and efforts to organizations that further the profession, having been appointed to the 2016-2017 Certified Financial Planning Board Commission on Standards and having served as Chair of the National Association of Personal Financial Advisors. Linda has three children and her hobbies include reading, hiking, and movies. (She also enjoys knitting, but we all agreed that’s too boring to put on the web site.)

Joel Jeffson is Vice President, Wealth Planner at Fidelity Investments, where he works closely with clients to develop tailored financial plans that support their personal goals. He holds the Certified Financial Planner™ designation and emphasizes creating flexible and resilient strategies for his clients. Joel began his financial advising career after serving 25 years in the US Army as an Infantry and Military Intelligence Officer. His experience in both the military and financial services spans roles at Fidelity Investments since 2016 and previously at USAA from 2013 to 2016. He holds an Arkansas Insurance License. Joel is married and a father of two.

Kristin Simpson is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2022. In this role, she leads a team of financial professionals dedicated to providing clients with a financial planning experience that exceeds expectations, leveraging Fidelity's trusted brand and advanced technology. Her career in financial services spans over two decades, beginning in 2003 at T. Rowe Price where she worked in Investment Services and progressed through roles including Investment Guidance and Retirement Plan Coordinator until 2012. She then joined Fidelity Investments, where she has held multiple roles including Financial Representative, Relationship Manager, Branch Service Manager, Assistant Branch Leader, and currently Vice President, Branch Leader. Details regarding Kristin Simpson's education, credentials, personal interests, or community involvement were not provided.