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

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

Charles Blizzard

Director of Operations

202-681-1161 ext 04

charles@phillipsfinancialstrategies.com

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...

Read more

Loren Surmeli

Operations

202-681-1161 ext 3

operations@phillipsfinancialstrategies.com

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...

Read more

Shelby Tolle

Cambridge Source Office Assistant, Branch Support and Supervision

800-777-6080 x5055

Shelby.Tolle@cir2.com

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...

Read more

Vienna Begley

Cambridge Source Office Assistant, Branch Support and Supervision

800-777-6080 x1513

Vienna.Begley@cir2.com

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...

Read more