Our Team
Thomas L. Tollefson, AIF®
President
Accredited Investment Fiduciary®
Investment Advisor Representative
Mobile: 763-482-9171
E-mail: Tom@CPhaseFinancial.com
For more than 24 years, Tom has been dedicated to helping clients pursue their unique financial goals through every stage of life — both before and during retirement. As founder of C-Phase Financial, Tom built the firm on the belief that personalized financial guidance should be accessible to individuals and families across all ages, life stages, and wealth levels.
C-Phase Financial is grounded in the core values that define Tom personally and professionally: integrity, transparency, reliability, experience, and a commitment to putting clients first. He believes meaningful financial relationships are built on trust, honest communication, and thoughtful guidance tailored to each client’s needs and aspirations.
Tom’s strong moral character and client-focused approach are reflected in every aspect of his work. Outside the office, he enjoys an active lifestyle with his dog, Copper, and staying involved in his children’s many activities and events.
Adam M. Phillipich
Investment Advisor Representative
Mobile: 952-250-4036
E-mail: Adam@CPhaseFinancial.com
A Twin Cities native, Adam earned his degree at the University of Wisconsin-Madison before eventually moving back to the metro area with his wife, Stacy, in 2006. He has been working in the financial services industry for nearly 14 years, with over 11 years of experience as a licensed advisor and insurance agent. Adam believes strongly in building lasting relationships that are founded on trust, honesty, and integrity, and he enjoys helping his clients implement strategies that give them confidence that they will meet their goals. Outside of his business responsibilities, Adam loves spending time with Stacy and their three daughters. He is a member of the Bloomington and Minneapolis Chamber of Commerce, is actively involved in his church, and can often be found on a field or in a gym coaching his daughters’ various sports teams.
Check the background of investment professionals on FINRA’s BrokerCheck.