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.

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...

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...

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...

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.