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.

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...

Charles K. Blizzard is a proud native of Athens, AL. As a graduate from the University of the South at Sewanee, he became an analyst for SCM Associates, Inc., a boutique investment firm in Atlanta, GA. A few years later, Charles began...

Loren is capable, determined, confident, and well organized, with extensive experience in client support. She has been in insurance and finance for 7 years and is excited to help with the operations of our company. She remains highly...

Through a partnership with our independent broker-dealer, Cambridge Investment Research, Inc., we have access to a team of virtual office assistants who allow us to spend more time with our clients by taking...

Through a partnership with our independent broker-dealer, Cambridge Investment Research, Inc., we have access to a team of virtual office assistants who allow us to spend more time with our clients by taking...