Meet The Phillips Financial Strategies Team

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.

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