Mary G. Phillips
Operations Manager
mary.phillips@dashwa.com

Mary Phillips

When you talk to the team at Dashboard Wealth Advisors, nothing energizes them more than the mention of their client relationships. To them, these relationships are the heart and soul of their business. So when it came time to select someone to lead the firm’s client-service efforts, only a proven industry veteran would do. Which is why they turned to Mary.

Mary has more than 30 years of financial industry experience, and her proven client-service skills are exactly what you would expect from a dedicated professional of her caliber. Her licenses enable her to assist clients in all areas of wealth management. As comprehensive financial plans are developed, Mary works with clients’ attorneys and accountants to help ensure all details are properly addressed.

Mary and her husband, Michael, enjoy life in the Naperville area. They have two sons, Carter and Alex, who, as the oldest, recently graduated high school and began service in the Army – something Mary is very proud of because of his strong desire to serve.

1520 Kensington Road, Suite 107 // Oak Brook, IL 60523 // 630.203.3104 // FAX: 630.203.3102