Marie PhillipsB.A. (Hons), RRC®, CFDS, PFP, FCSI, MFA-P™

Wealth Advisor

"Marie was named the 2023 Female Trailblazer of the Year (Wealth Professionals) "this award recognizes the outstanding female trailblazer advisor in the wealth management and financial planning indust...
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Helen Campbell

Office 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...
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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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