Meet The Phillips Financial Strategies Team

William A. Phillips

Principal - Financial Professional

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.

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Casey Messenger

Operations

202-681-1161 ext 3

operations@phillipsfinancialstrategies.com

Casey is capable, determined, confident, and well organized, with extensive experience in client support. She has been in insurance and finance for 10 years and is excited to help with the operations of our company. She remains highly...

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Lindsay Marsh Chatfield

Group Plan Specialist

202-681-1161

Operations@phillipsfinancialstrategies.com

Lindsay came to work for William in the winter of 2019 as our Group Plan Specialist, primarily focused on employer benefits and DC Healthlink. She has a wide and varied background, including market research/opinion polling, social...

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Lee Hartshorn

Financial Advisor

202-681-1161

Lee@phillipsfinancialstrategies.com

Meet Lee, a Coast Guard Veteran and Financial Services Professional...Lee Hartshorn joined Phillips Financial Strategies as a Financial Advisor in November 2022, following a 20-year career in the United States Coast Guard, where he...

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Sharday Burkhart

Client Account Administration

202-681-1161 ext. 5

admin@phillipsfinancialstrategies.com

Sharday has been in the financial industry for 10 years. Her role as a financial advisor assistant allows her to put her accounting degree to good use. She is organized and has extensive experience in customer service. She looks...
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