Broker Check
Jayme Phillips, FPQP®

Jayme Phillips, FPQP®

LPL FINANCIAL PLANNING ASSISTANT

Jayme’s passion is to ensure that our clients have an experience that exceeds all expectations.  A natural problem solver, her primary role is to proactively manage the daily operations of our company.  These duties include client engagement, workflow, administrative functions, technology ambassador, and serving as liaison for our external service providers.

Jayme has been with the Financial Strategies team since 2010 and is the go-to person for our clients when service needs come up.  With a background in computer science, she excels at crunching numbers and tackling anything that is thrown her way.  Recognizing the importance of financial planning in our practice, Jayme completed the Financial Paraplanner Qualified Professional (FPQP®) designation program through the College for Financial Planning in 2019.  She now coordinates all of our financial planning and is a vital part of that process.

Born and raised in Longview, Jayme has also pursed her education locally.  She has degrees in Computer Networking and Computer Applications from Lower Columbia College.

Jayme has deep family ties in our local community dating back over 70 years.  She is married to her best friend and has a son active in sports.