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Beth Phillips

Beth Phillips

EXECUTIVE PARTNER | FAMILY OFFICE & PRIVATE CLIENT OPERATIONS | CHIEF OF STAFF

Talent
Sandpoint IdahoMember since October 18, 2026
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About

Executive partner and operations leader with 15+ years of experience supporting business owners, senior leaders, clients, and teams in fast-moving environments. Experienced in managing executive priorities, complex travel, events, vendors, confidential information, projects, and day-to-day operations while building the systems that keep work moving. Known for anticipating needs, solving problems independently, and bringing calm, organization, and follow-through to complex situations.

Experience

Strategic Operations Consultant at Center Point Wellness (2020 – Present)

Private Client Service SOPs & Workflow Design.

  • Start with the CEO and Heads of Departments to understand the vision and then assess what is getting in the way of that. Whether it's staff in the wrong positions, unclear communications, departments working in silos or people who've surrounded themselves with yes men who don't have the capability to follow through.
  • Manage multiple initiatives at once, tracking deadlines, dependencies, vendors, and follow-up so projects continue moving without constant oversight.
  • Work with layers of staff to identify issues, inconsistencies, gaps and build a tight team with the right people in the right places to improve accountability, consistency and execution.
  • Coordinate vendors, outside professionals, business relationships, and operational needs while keeping leaders informed of decisions and outstanding items.
  • Increase workplace morale and pride from a stance of feeling seen and heard across departments.

Founder & Director of Operations at Oil Mavens, Inc. (2012 – 2026)

  • Built and operated a multi-million-dollar nationwide wellness business serving corporate and retail accounts, overseeing the operational details required to support growth.
  • Managed executive-level priorities including planning, travel, events, budgeting, vendor relationships, communications, and concurrent business initiatives.
  • Planned and executed multi-city business meetings and events, coordinating venues, schedules, materials, attendees, vendors, and last-minute changes.
  • Coordinated complex domestic and international travel logistics and kept schedules, reservations, documentation, and changing details organized.
  • Built onboarding, training, communication, and follow-up systems that helped a geographically dispersed organization operate more consistently.
  • Developed SOPs, templates, and repeatable workflows to reduce administrative friction and keep important priorities from falling through the cracks.
  • Managed relationships with suppliers, legal counsel, corporate partners, clients, and other stakeholders while handling sensitive business information with discretion.

Executive Assistant at Life Wealth Management (2000 – 2007)

  • Supported senior managing partners in a private wealth management environment, coordinating calendars, meetings, corporate travel, client communication, and day-to-day administrative needs.
  • Served as a trusted point of contact for clients, responding to sensitive inquiries and handling confidential personal and financial information with discretion.
  • Managed changing schedules and priorities for busy executives, anticipating conflicts and making adjustments as needs evolved.
  • Organized documentation, trades, correspondence, travel details, and follow-up items to ensure important client and business matters were handled promptly.
  • Built long-term trust with executives and clients through reliability, professionalism, judgment, and confidentiality.
  • Acted as a gatekeeper for the CEO to manage and balance businesses and home life with 5 children.
  • Served as a liaison for a couple of years where the 2 managing partners were not seeing eye to eye.

Skills

EXECUTIVE PARTNERFAMILY OFFICE & PRIVATE CLIENT OPERATIONSCHIEF OF STAFF

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