Stephanie Phillips

Operations and Marketing Manager

Stephanie Phillips serves as the Operations and Marketing Manager at Sullivan & Company, CPAs, bringing more than 22 years of experience in customer service, administration, operations, and organizational support. Throughout her career, she has developed a strong ability to manage the many moving parts that keep an organization running efficiently while maintaining a consistent focus on service, communication, and the client experience.

At Sullivan & Company, Stephanie oversees day-to-day firm operations, marketing initiatives, internal processes, technology coordination, and client-facing communications. She works closely with firm leadership and teams across accounting and wealth management to improve workflows, strengthen communication, coordinate firm-wide initiatives, and ensure employees have the resources and support they need to serve clients effectively.

Stephanie also plays an important role in implementing new systems and technology, coordinating operational changes, developing, and refining internal procedures, supporting team members, and identifying opportunities to improve efficiency throughout the firm. Her extensive customer service and administrative background gives her a practical, people-focused perspective when solving problems, managing competing priorities, and navigating change.

With experience spanning customer service, administration, operations, marketing, technology, and team leadership, Stephanie serves as a central point of coordination across the firm. Her work helps connect people, processes, and priorities while supporting Sullivan & Company's continued growth and commitment to a high-quality client experience.

Outside of the office, Stephanie enjoys spending time with her daughter and her two dogs. She also enjoys creative outlets such as knitting and crochet and loves cooking and experimenting with new recipes and techniques.