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Phyllis Ingram

Partner-In-Charge, Financial Services Industry Line Leader

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Phyllis serves as the partner-in-charge of CRI’s Montgomery office as well as the industry line leader for the firm’s financial services team. She provides audit*, tax, and consulting services to insurance carriers, self-insurance funds, and captive insurance companies. Phyllis’ clients appreciate the work she does for them because she is responsive and always focuses on providing them with excellent client service. She takes a creative approach to business planning and structuring and offers a unique perspective on common issues faced by small business owners.

Years of Experience

39

Professional & Civic Leadership
  • Board of Directors for Trustmark Bank
  • Treasurer of His Vessel Ministries, Inc.
  • Board of Directors for FBC Foundation
  • Chairman of the Audit Committee for ASCPAs
  • Chairman of the Prayer Committee for First Baptist Church Montgomery
  • Executive Committee Member for the Southern Baptist Convention
Professional Credentials

Certified Public Accountant (CPA)

Awards

ASCPA Lifetime Achievement Award (2019)
2020 Most Powerful Women in Accounting (2020)
Girl Scouts of Alabama Leading Lady Award (2021)

I am a proud grandmother of three grandchildren.

INDUSTRY EXPERTISE

SERVICE SPECIALTIES

EVENTS WITH Phyllis Ingram