Broker Check

Meet The Phillips Financial Strategies Team

William A. Phillips

Principal - Financial Professional

(202) 681-1161

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


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’...
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Tasha Hoffman

Insurance and Administrative Specialist


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...

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Lindsay Marsh

Group Plan Specialist


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...

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