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.

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Caitlyn McIntosh

Director of Operations

571.423.9200

Caitlyn@phillipsfinancialstrategies.com

Caitlyn re-joined the team in June of 2019 after a six year hiatus from the financial planning industry working as an Information Technology Project Management contractor with the Department of Veterans’ Affairs. Working on a...

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Tasha Hoffman

Insurance and Administrative Specialist

319-855-8493

Tasha@phillipsfinancialstrategies.com

Tasha started working for PFS 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 scheduling...

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Lindsay Marsh

Group Plan Specialist

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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