Meet The Phillips Financial Strategies Team

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.

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...

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...

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...