Broker Check
Caitlyn McIntosh

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’ Affairs. Working on a number of high profile projects such as the Veterans’ Choice Program and, she was blessed to give back to a community that was close to her heart as a United States Marine Corps spouse. She was also able to discover and hone new skills in operations and project management for her return, boosting eighteen years of industry and corporate experience. Caitlyn is also thrilled to assist in ushering in a new era with Phillips Financial Strategies becoming a Registered Investment Advisory firm in January 2020.

At home, Caitlyn is a mother of two spirited girls, four dogs and four cats. In her spare time, she rides horses, is involved in animal rescue and enjoys reading and writing.

'); }); Web Analytics