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principal – financial professional
William A. Phillips has been providing custom financial strategies to individuals, couples, and businesses across the Washington, DC region since 2008. A resident of Capitol Hill, William is proud to serve that community as well as neighbors in the greater northern Virginia, Maryland, and metro DC area, offering retirement planning, business succession planning, and wealth management strategies.
Casey is capable, determined, confident, and well organized, with extensive experience in client support. She has been in insurance and finance for the last 10 years and is excited to help with the operations of our company. She remains highly approachable with a pleasant attitude and a passion for helping. She looks forward to helping you service your investments with Phillips Financial Strategies.
Lee Hartshorn joined Phillips Financial Strategies in November 2022, following a 20-year career in the United States Coast Guard, where he attained the rank of Commander. Lee understands the challenges and opportunities associated with financial planning and is committed to helping clients identify and further their financial goals.
Lee has a Bachelor’s degree in Electrical Engineering from the U.S. Coast Guard Academy, a Master’s degree in Electrical Engineering from The University of Rhode Island, and a Master’s of Business Administration from the University of Rhode Island. He holds Series 7 and Series 66 securities licenses as well as life and health insurance licenses in select states.
Active in his community, Lee is the Cubmaster of Pack 21 Cub Scouts.
Lindsay came to work for William in the winter of 2019 as our Group Insurance Plan assistant, her work is primarily focused on DC Healthlink, the health insurance exchange in Washington, DC. She has a wide and varied background, including market research/opinion polling, social media strategy and implementation, and communications strategy. Over the past fifteen years, she’s been a business consultant, government contractor, a non-profit professional, a fundraiser, and a liquor distributor.
Lindsay holds a Bachelor’s degree in International Affairs and a Master’s degree in Political Management, both from the George Washington University. In her spare time, Lindsay is an avid cyclist, runner, and triathlete. She is based out of Denver, Colorado.
Phillips Financial Strategies provides comprehensive and personal service to neighbors on Capitol Hill and well beyond the Washington DC metro region. Every day we work to create financial stability and security for each of our clients. Our philosophy is built on helping clients achieve their goals.
Check the background of your financial professional on FINRA’s BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Investment Advisory Services and Financial Planning Services offered by William Phillips are performed through Phillips Financial Strategies, a Registered Investment Advisor in DC, LA, MD, TX and VA. William Phillips also holds insurance licenses in DC, MD, LA, VA, PA, FL, NY and NC.
Securities offered through Cambridge Investment Research, Inc, member FINRA/SIPC, by William A. Phillips, who is licensed as a Registered Representative with Cambridge Investment Research, Inc, to sell securities in: CA, CO, CT, DC, DE, FL, LA, MA, MD, ME, NC, NJ, NY, OH, PA, TX, VA, VT.
Phillips Financial Strategies and Cambridge are not affiliated.
Research William Phillips’ background and experience at http://www.finra.org/brokercheck