Nancy

Qualifications

The Phillips Company
Nancy Phillips, SRA Real Estate Appraising & Consulting

  • EDUCATION B.A. Economics, University of California at Santa Barbara
  • LIFETIME MEMBER Appraisal Institute, SRA Designation
  • LICENSE State of California, Certified Residential Real Estate Appraiser, Certification #AR003232

EXPERIENCE

  • The Phillips Company, owner and appraiser, exclusively engaged in residential real estate appraising and consulting in Monterey County
  • Trident Advisors, Inc., Monterey, Fee Appraiser
  • Great Western Savings & Loan, Staff Appraiser, Salinas, and No. California Loan Districts
  • Santa Barbara County Assessor, Appraiser Trainee
  • Qualified as an expert witness in the Superior Court of California, County of Monterey, and Allegheny Co., Pennsylvania

PROFESSIONAL SERVICE

NATIONAL - Appraisal Institute

  • Women's Initiative Committee 2020-2023
  • Residential Appraiser Project Team 2020-2022
  • Board of Directors 1995-1996
  • Residential Appraiser Board 1991-1994
  • Vice Chair 1991

American Institute of Real Estate Appraisers

  • Governing Councilor 1989-1991
  • Asst. Chief Examiner, Appraisal Reports 1990
  • Candidate Guidance, Vice Chairman 1987

REGIONAL

  • Regional Representative 1987-1994, 2014-2015, 2017-2020, 2023-2024

CHAPTER

  • Chairman Monterey Bay Branch 2014
  • Board of Directors 1984-1990, 2016-2017
  • Long Range Planning Committee 1989-1990
  • Admissions Committee 1983-1986
  • Vice Chairman, Education Committee 1989

RECOGNITION

  • 2020 Claudia B. Carlton Legacy in Leadership Award, Northern California Chapter
  • Featured in Valuation Magazine "Role Models" Q1-2020

COMMUNITY SERVICE

  • Del Monte Forest Land Use Advisory Committee to Monterey Co. 1997-2007
  • Del Monte Forest Architectural Review Board 1992-1996
  • Del Monte Forest Open Space Advisory Committee (OSAC) 1995
  • Del Monte Forest Property Owners Board of Directors 1992-1995

PARTIAL LIST OF CLIENTS SERVED

  • County of Monterey
  • Noland, Hamerly, Etienne & Hoss
  • City of Monterey
  • Miller, Starr & Regalia
  • Monterey Peninsula Unified School District
  • Nagle, Bustamante & O’Hara
  • Monterey Peninsula Airport District
  • Nicora & Hespe, LLP
  • Community Hospital Monterey Peninsula
  • Fenton & Keller
  • Hayashi & Wayland
  • Oldfield & Creely, LLP
  • Edward Jones Trust
  • Fullenweider Wilhite
  • Monterey Trust Management
  • Nachlis Freeman, LLP
  • First Republic Trust
  • Ramsbacker Prokey Leonard, LLP
  • Comerica Bank Trust Real Estate
  • Hudson Martin
  • Wells Fargo Wealth Management
  • Granberg Law Firm
  • Bank of America
  • Lombardo & Associates
  • Bank of Hawaii
  • Walker and Reed, P.C
  • Valbridge Property Advisors
  • Johnson, Fantl & Kennifer
  • Principal Trust Company
  • Krasa Law
  • FDIC
  • Rossi, Hamerslough, Reischl, Chuck
  • Resolution Trust Corporation
  • Cavassa O'Connell Attorneys
  • U.S. Department of Justice
  • Anthony & Murdock
  • Gaglione & Dolan
  • Allstate Insurance