Our Team

As the Branch Operations Manager, Heather oversees development, coordination and supervision of our internal practices and procedures. Concurrently she serves as our Compliance Manager, Chief Marketing Officer, and internal IT coordinator. 

Heather provides administrative support to advisors that are providing services for those with an interest or need for financial planning and/or insurance(s). Heather holds designations as a Chartered Retirement Planning Counselor (CRPC®), Chartered Retirement Plans Specialist (CRPS®) and Financial Paraplanner Qualified Professional (FPQP™).

Heather joined Phillips Financial in 2002 with prior experience in executive management, accounting, logistics and business operations.

Hobbies:

Family, Friends, Gardening, Nature Walks, Genealogy, Community Service, Continued Education, Music, Social Events

Contact:

Phone (209) 367-0868 | Toll Free (855) 367-0868 | Fax (209) 367-0811

Email Heather Heggen at heather.heggen@lpl.com.
Connect with Heather Heggen on LinkedIn

Liz stands at the forefront to our client world.  She provides administrative support to advisors that are providing account level services including initial implementation of new accounts, transfer processing and ongoing account maintenance. Liz would be your primary contact if you elect to take advantage of the Courtesy Services provided by Phillips Financial. 

Holding a Master’s in Business Administration (MBA), Liz provides an invaluable support role to Advisors and clients while also serving in the capacity of our Client Services Coordinator

Contact:

Phone (209) 367-0868 | Toll Free (855) 367-0868 | Fax (209) 367-0811

Email Elizabeth Holladay at elizabeth.holladay@lpl.com.
Connect with Elizabeth Holladay on LinkedIn