Marie Phillips, B.A. (Hons), RRC®, CFDS, PFP, FCSI, MFA-P™
Wealth Advisor
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 ad...
Read more Cindy Little
Associate Investment Advisor
Cindy has been in the Financial Services Industry for many years, having completed the CSC and CPH, is licensed as an Associate Investment Advisor. Cindy has also recently completed the Wealth Managem...
Read more Helen Campbell
Business Manager
Helen joined Next Steps Planning in 2015 and brings her extensive background in Marketing, Business Development and Relationship Management, assisting clients and prospects in determining their future...
Read more Letitia Fluit, MBA
Wealth Advisor
Letitia began her career with Bick Advisors as a student working part-time for Clarence’s team in 1998. She has worked with all the advisors in the office in the subsequent years, gaining experience i...
Read more Jennifer Sparks
Administrative Assistant
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 kn...
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