Meet The Phillips Financial Strategies Team
William A. Phillips
Principal - Financial Professional
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.
Caitlyn McIntosh
Office Administrator
Caitlyn@phillipsfinancialstrategies.com
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’...
Lindsay Marsh
Group Plan Specialist
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...
Charles Blizzard
Director of Operations
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...