David T. Phillips

CEO and founder Estate Planning Specialists, LLC

Phone: (520) 796-2500
Toll Free: (888) 892-1102

David T. Phillips is a teacher, but not in a traditional classroom. David has taught thousands of Americans how to protect their families and properly plan their estates. He began his career in 1972 and has had the fortune of leading several carriers in production. A life and qualifying member of the Top of Table continuously since 1983 his companies InsuranceQuote Services, Wealth Masters and EIAnnuity have insured more than 60,000 clients nationwide. In September of 2005, David sold his companies to Longevity Alliance, keeping only Estate Planning Specialists, so he could spend more one-on-one time with his clients.

Sound advice never goes out of style, which is why David has been a frequent guest on numerous television programs such as: CBS Money Talks, The Financial Advisors, Bloomberg, CNNFN and CNBC. He has also been interviewed at virtually every major news radio station in the country. David is a regular presenter at investment conferences, such as the Money Shows, The Oxford Club’s Investment U, and Freedom Fest.

David graduated from Brigham Young University. He is an active member of his church, and is the volunteer coach of the Arizona State University Water Ski team. David and his wife Jane have been married 37 years and have four children. Todd, his oldest is the President of Estate Planning Specialists, LLC.

D. Todd Phillips

President

Phone: (520) 796-2500
Toll Free: (888) 892-1102

The oldest son of David T. Phillips, Todd Phillips is the President of Estate Planning Specialists LLC. Following in his father’s footsteps, Todd has been helping people across the country with their insurance and investments since 1995. His primary responsibilities are monitoring and analyzing thousands of different investment products and designs from Delayed Single Premium Immediate Annuities to Alternative Natural Resource Tax-offsetting strategies. Todd’s talent is in assimilating the intricacies of the plans and breaking it down in a concise manner for both our staff and clients.

In September of 2003, after witnessing the remarkable lack of understanding consumers and agents had about Fixed Indexed Annuities, Todd Co-Authored the Special Report “The Future of Retirement Savings.” He has also written for several nationally distributed periodicals including  "Boomed Market Advisors" and "Physician's Money Digest."

In addition to his duties as President of Estate Planning Specialists, Todd is a registered representative with ProEquities Inc. and holds series 7 and 63 licenses. He also is life and health insurance licensed in almost every state and is only the comprehensive exam short of earning the C.F.P. designation.

In 1998, Todd graduated from Arizona State University with Honors and was a Four-Time All-American in water skiing and still competes on a national level. He enjoys coaching the ASU Water Ski team and playing in adult soccer leagues with his wife Camille. But Todd’s greatest passion is being daddy to three of the cutest little girls in the world, Jocelyn (5), Brinly (3) and Amelia (2).

LeeAnn Moore

Senior Case Manager

Phone: (520) 796-2500
Toll Free: (888) 892-1102

LeeAnn began her insurance career with Estate Planning Specialists as an assistant to our CEO, David T. Phillips. Over the years she has attended numerous financial seminars and gained the skill and knowledge necessary to execute quality case management and risk assessment.

Her role includes overseeing the entire flow of life insurance processing; from the time of application to the time of policy delivery. She is responsible for obtaining, organizing and submitting required documents that pertain to life insurance, premium finance, life settlement, and client medical history.

LeeAnn also maintains current licenses for our agents across the United States as well as company appointments.

LeeAnn is the proud mom of two great kids and wife to a wonderful husband, Greg, of 12 years. She is a published author and notary public. LeeAnn has a great love for life and enjoys spending time with her family.

Robert C. Young

Senior Account Executive

Phone: (520) 796-2500
Toll Free: (888) 892-1102

Bob Young is the Senior Account Executive with Estate Planning Specialists.  In his role, Bob leads a team that coordinates all aspects of Life Insurance, including Term Life, Universal Life and Annuities.  He is a big believer in the benefits of Life Insurance and the security that these products provide.

Bob is no stranger to the field of financial products having spent over 5 years as an insurance sales agent and over ten years in the field of finance and real estate.

Bob helps our current and potential life insurance clients determine the best products to meet their family’s protection needs.  Then he draws on a wide range of programs and options from the best carriers to present the best policy options.

Bob’s varied background in counseling, problem solving and life experience provide the perfect foundation for communication with those interested in cost effective solutions and long term planning.

In his spare time Bob can be found on the golf course or swimming with his wife of 26 years Nancy.  He also has two dogs that get more spoiled by the day.

Mya Sinquefield

Executive Assistant 

Phone: (520) 796-2500
Toll Free: (888) 892-1102

Headquarters and Mailing Address:
Estate Planning Specialists, LLC
5350 North 48th Street, Suite 238
Chandler, AZ 85226

Important Numbers:
Toll Free: (888) 892-1102
Local: (520) 769-2500
Fax: (480) 899-6723
General Email: Contact Form

Established in 1988, Estate Planning Specialists, LLC has assisted thousands of American's properly plan their estates. Our primary focus is to develope strategies that protect your wealth and maximize the distribution of your wealth for you and future generations.