Broker Check

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.

Read more

Caitlyn McIntosh

Director of Operations

571.423.9200

Caitlyn@phillipsfinancialstrategies.com

Caitlyn returned to working with William in June of 2019 after a six year hiatus from the financial planning industry while working as an Information Technology Project Management contractor with the Department of Veterans’...
Read more

Tasha Hoffman

Insurance and Administrative Specialist

319-855-8493

Tasha@phillipsfinancialstrategies.com

Tasha started working for William in 2016 through our broker-dealer relationship, Cambridge Investment Research. She has an extensive insurance background and with a focus on excellent service, Tasha helps with everything from...

Read more

Lindsay Marsh

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...

Read more

'); }); Web Analytics