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Management Team

Craig Phillips
Co-Founder, Senior Equity Financial

Craig Phillips - Reverse Mortgage Specialist

NMLS # 7997



Craig Phillips is a leader in the Reverse Mortgage industry. Through his commitment and efforts he helped build the #1 producing reverse mortgage team in the country for the nation’s largest reverse mortgage lender. Through his years he has helped educate thousands of individuals on Reverse Mortgages and has helped assist over a thousand families through the process.

Thanks to his experience within the industry, Craig has become a trusted resource among the professional community. He has hosted over 100 speaking engagements, including radio and television financial shows, financial institutions, Councils on Aging, as well as many local organizations throughout the New England area that have helped educate homeowners and advisors on the benefits of reverse mortgages.

Craig co-founded Senior Equity Financial with his brother Karl to continue their commitment to be leaders in the industry and to assure homeowners that they are receiving correct information, as well as, the best possible service throughout the entire process. Craig is a graduate of Boston College. He is a member of the National Reverse Mortgage Lenders Association, the National Association of Mortgage Brokers, and the Massachusetts Mortgage Association. He currently lives in Scituate, MA with his wife Laura.



Karl Phillips
Co-Founder, Senior Equity Financial
Karl Phillips - Reverse Mortgage Specialist

NMLS# 8001



Karl Phillips founded Senior Equity Financial with his brother, Craig. Since graduating from Providence College with a BS in Accounting, Karl’s entire career has been focused in the financial services industry. He began as a public auditor with one of the nation’s largest public accounting firms and then transitioned to the consumer side of financial planning and education. This eventually led him to concentrate in mortgage banking, with a specialty in reverse mortgages. While working for the nation’s largest reverse mortgage lender, Karl helped develop the #1 producing team in the country for 3 consecutive years, an achievement that was earned not only through sales volume, but as a result of receiving the highest customer satisfaction awards.

Thanks to his experience with the reverse mortgage industry, Karl has become a trusted resource among the professional community, hosting more than 100 speaking engagements, including radio and television financial shows that help educate consumers about reverse mortgages.

Karl is a member of the National Reverse Mortgage Lenders Association and the Massachusetts Mortgage Brokers Association. He currently lives in Yarmouth, MA with his wife and two daughters.

With Senior Equity Financial, your needs come first. To have one of our Reverse Mortgage Advisors assist you today call us at (800) 261-8507.