About us

The Phillips Group is a California-based accounting firm that helps dental and medical professionals achieve personal, professional, and financial growth.

Healthcare professionals know how complicated finances can be. That’s why our business, The Phillips Group, is focused on making finances easier to understand. Our mission is to help our clients make sense of their finances so they can focus more on their patients and practice.

We enjoy giving dental and medical professionals the type of advisory they deserve: one that helps them understand their money and eliminates the fears surrounding it.

Affiliations

  • San Mateo County Dental Society logo featuring a blue box with a sun graphic and stylized text.
  • Logo for Santa Clara County Dental Society with three horizontal bars and the acronym SCCDS in purple.
  • AICPA Non-CPA Associate logo with abstract purple and pink design.

Our team

  • Smiling person with long brown hair wearing a black top and necklace, standing indoors with a blurred office background.

    Laura Phillips, E.A.

    CHIEF EXECUTIVE OFFICER

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  • Smiling person wearing a blue button-down shirt and dark blazer in a bright indoor setting.

    Andrew Phillips

    CHIEF GROWTH OFFICER

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  • Man wearing glasses and a blue checked shirt smiling in an indoor office setting.

    Christos Kirst

    CHIEF INFORMATION OFFICER

  • Person smiling, wearing glasses and a black shirt, indoors

    Amanda Curtis

    OFFICE MANAGER

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  • Smiling woman with long dark hair, wearing a brown button-up shirt and a delicate necklace, standing indoors.

    Arianna Solis

    ACCOUNTING MANAGER

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  • "Coming Soon" sign on a window with urban street reflection.

    Terri Polzin, E.A.

    TAX ASSOCIATE

  • Smiling woman with glasses and brown hair, wearing a black blouse, standing indoors in front of blurred background.

    June Fermin

    SR. STAFF ACCOUNTANT

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  • Man in a white shirt smiling in an office environment

    Gus Ortega

    STAFF ACCOUNTANT

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  • Elderly woman smiling indoors with short gray hair and a patterned top.

    Patricia Zackus

    TAX ASSOCIATE

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  • "Coming Soon" text on a window with street reflection.

    Caleb Lee

    STAFF ACCOUNTANT

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  • Matthew Malone

    STAFF ACCOUNTANT

  • Smiling person with long dark hair wearing a black top, standing indoors with blurred background.

    Emily Jepkes

    EXECUTIVE ASSISTANT (CEO)

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  • Woman in a black shirt smiling indoors

    Paula Mante

    EXECUTIVE ASSISTANT (CGO)

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  • Smiling person in a dark button-up shirt indoors.

    Jose Mante

    ADMINISTRATIVE ASSISTANT

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  • Brown and white dog with a leash outdoors

    Rebel

    ACCOUNTS RETRIEVABLE

  • Happy dog with tongue out against white background

    Gwen

    FURNANCIAL ADVISOR

We’re always looking for good people to join our team.