Advisors

Jennifer joined the Bick Advisors team in 2017 and has transitioned to Administrative Assistant to Marie at Next Steps Planning. Jennifer plays a key role on our team having accumulated a wealth of knowledge over her 5 years in the financial industry....

Marie Phillips, BA (Hons), RRC, CFDS, PFP, FCSI, MFA-P, has been in the financial services industry since 1992. She is a respected member and past chair of IPC’s National Advisory Board and has the advantage of years of experience as a regulatory compliance officer...