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