Broker Check

Meet The Phillips Financial Strategies Team

Lindsay Marsh

Insurance Operations

202-681-1161

Operations@phillipsfinancialstrategies.com

Lindsay joined PFS the winter of 2019 as our Operations liaison, primarily focused on DC Healthlink. She has a wide and varied background, including market research/opinion polling, social media strategy and implementation, and...

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Nichole Swanson

Operations Administrator

641-209-8451

nichole@phillipsfinancialstrategies.com

Nichole joined the PFS team through our relationship with independent broker-dealer, Cambridge Investment Research, Inc. Nichole assists with responsibilities including account management, reporting and planning, and client communication.

 

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William A. Phillips

Principal - Financial Advisor

(202) 681-1161

william@phillipsfinancialstrategies.com

Welcome to my website! You'll find loads of information in the form of newsletters, articles, calculators, videos, and research reports. Take a look around, and let others know too, if you like what you see. For a COMPLIMENTARY...

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