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Phillip Sollman

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Phillip Sollman
Financial Advisor
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FIC, BFA™
Part of the Crossroads Financial Consultants practice
About Phillip Sollman
About Phillip Sollman

I’m a Financial Associate serving families and businesses in the Decatur area. I’m passionate about helping clients pursue meaningful goals while still having enough to give back to the communities they care about. That balance—planning wisely and living generously—drives every conversation I have.

My wife, Chelsea, and I were married on August 12, 2017. We’re blessed with three daughters: Callie (10) and twins Reese and Rylan (almost 7). When I’m not meeting with clients, you’ll often find us together on the local golf course or spending weekends at my in‑laws’ lake cottage. We also love to travel whenever we can.

Our family worships at Zion Church, and our children attend Zion School in Decatur. I volunteer regularly at Zion and serve on the school board—work that keeps me connected to the values and needs of our community.

My business is in growth mode, but it’s equally important to me to invest time with current clients—checking in, refining strategies, and being there when life changes. If you’re looking for a partner who listens first and builds a plan around your priorities, I’d be honored to connect and learn what matters most to you.

My Community Involvement

I’m proud to call Decatur home and love being involved in the place where we’re raising our family. You’ll often find me on the sidelines coaching my daughters’ soccer and softball teams or pitching in for our annual German Fest. Our family worships at Zion Church, where I volunteer, and I also serve on the local school board to help support students, families and teachers.

A new highlight this year: I’m participating as a dancer in Dancing with the Stars, a community fundraiser benefiting Easter Seals Inc. It’s a fun way to support an organization doing meaningful work for neighbors in need.

Whether it’s on the field, at church, in the school, or at community events, I’m grateful for every chance to give back and stay connected with the people who make Decatur special.

Education & Accomplishments

Professional Designations

  • FIC — Fraternal Insurance Counselor
  • BFA — Behavioral Financial Advisor™

Education

  • Indiana University – Bachelor of Science in Business
  • Indiana University – Minor/Specialization (If you'd like this specified, just tell me your exact focus and I'll insert it.)

Licenses & Registrations

  • Life & Health Insurance Licensed
  • Securities Licensed (Series 6/63 or whatever applies — tell me the exact licenses you hold, and I'll tailor this precisely.)

Ongoing Professional Development

  • Thrivent’s Financial Planning Framework training
  • Behavioral decision‑making & client communication coursework
  • Continued education in planning, protection, and investment concepts


My qualifications
  • Fraternal Insurance Counselor
  • Behavioral Financial Advisor™
  • Series 7 - General Securities Representative
My state licenses
  • Florida
  • Illinois
  • Indiana
  • Kentucky
  • Michigan
  • Ohio

Insights

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Why do people stay at Thrivent? 🤔 Because you can build a career that’s both financially rewarding and deeply purposeful (doing work that means more). Discover why our retention rate is above the industry average: thriventcareers.com/46ccOLr #Careers #FinancialServices #CareerGrowth #Thrivent
Office location
Decatur Location
320 Winchester St
Decatur, IN 46733
Phone260-724-4222Hours
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations