Please check our staff listing below to gain access with the right person to assist your need. Your comments and suggestions are always welcome. Our staff looks forward to assisting you with your specific needs today and in the future. We do our best to see that all calls and inquires are answered the same day as received.

General Contact Information

Office Phone: (614) 899-6000
General Voice mail: 0
General Text Number: 1-614-353-7071
Office Toll free: (877) 471-7997
Office Fax: (614) 899-6022
Office Address: 659 Park Meadow Rd, Suite H, Westerville, OH 43081
Website: phelpsfinancial.com

Newsletters: PFS News to your email

Specific Staff Contact Information

Consumer Account Manager: Sue Gimmi

Commercial Account Manager: Melissa Okulich


Commercial Sales & Risk Consultations: Mike Okulich

Commercial Sales & Risk Consultations: Dorr Phelps

Bookkeeping: Lisa Phelps

Website & Tech Questions & Issues: Pat Collins

Data Entry Projects, Proof Reading, & Research Projects: Completed by several part-timers we appreciate