Phil S. Willis, CPA/PFS

CPA
Education: 
  • Graduate Study at University of Michigan
  • Graduate of Albion College - BA in Economics, Minors in Sociology and Psychology
  • Graduate of Grass Lake High School
Professional Achievements: 
  • Distinguished Citizen – Great Sauk Trail Council, Boy Scouts of America 2003
  • Michigan Association of Certified Public Accountants - 2003 Community Service Award
  • Michigan Chamber of Commerce - 2001 Blue Chip Business Leader 
  • U.S. Small Business Administration - 2000 National Accountant Advocate of the Year 
  • U.S. Small Business Administration - 2000 Michigan Small Business Person of the Year 
  • Greater Jackson Chamber of Commerce - 1999 Local Small Business Person of the Year 
  • Sam Walton Business Leader Award - 1999 
  • American Institute of Certified Public Accountants - Member 
  • Michigan Association of Certified Public Accountants - Member 
  • Personal Financial Specialist designation from AICPA
  • American Arbitration Association (AAA) - Member
Key Responsibliities: 
  • Business consulting, financial and estate planning, business financing and operations, practice development.
Public and Community Service: 
  • The Economic Development Corporation of Jackson County - Director and Former Chairman
  • The Enterprise Group of Jackson, Inc. - Former Treasurer
  • The Exchange Club of Jackson, Michigan - Member for 30 years and Former Chairman 
  • The Enterprise Group Community Ventures Corporation - Former Chairman
  • Jackson Alliance for Business Development - Chairman and Director
  • Jackson Area Estate Planning Council - Member 
  • Jackson County March of Dimes - Former Chairman 
  • Albion College, Jackson Community College, Spring Arbor College - Accounting Advisory Committee Member 
  • Jackson Med Center - Chairman and Director
  • Jackson Symphony Orchestra - Chairman
  • Whistlestop Park Association - Chairman and Director