David Phillips - Financial Planning, Investment Strategies & Tax Services

David Phillips J.D., CLU

Insurance Planner

David C. Phillip has dedicated over 25 years to helping clients and companies exceed their goals in the Business, Estate and Insurance Planning sectors. He partnered with Hilltop Wealth in 2022 to serve clients with Insurance Planning as integrated into a wholistic financial plan. He collaborates with the other Hilltop Wealth Advisors on solutions involving Life Insurance, Long Term Care and Disability Insurance.

David has served a Vice President of Advanced Planning for Comerica Bank, Managing Director for MassMutual Life, and as Sr. Advanced Planning Attorney for MassMutual Strategic Distributors. He obtained his B.A from Marymount Manhattan College, his Juris Doctor from Thomas M. Cooley Law School, and was blessed to attend both institutions on full academic scholarships as a Presidential and Honors Scholar respectively. David also earned his Chartered Life Underwriter designation from The American College of Financial Services. He is a member of the Financial and Estate Planning Council of Metro Detroit and the Michigan Bar Association.

David is committed to helping others and along with his wife, Eni Phillips M.D., believes that they are blessed to bless others. He serves on the Charitable Giving Committee for Kappa Alpha Psi Fraternity Inc. as well as Treasurer for the non-profit Samaritan Way of Michigan. He has also served as President of the Ferndale chapter of the Lions Club- providing service and support to seniors and the visually impaired. In addition to serving clients in the areas of Financial, Estate and Insurance Planning, David is an avid reader, competitive chess player and enjoys spending time outdoors with his Giant Schnauzers Titus and Nox.

Website Disclosures

Hilltop Wealth Solutions (“Company”) is an SEC registered investment adviser located in Mishawaka, IN with branch office located in MI and other locations throughout IN. The Company may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. The Company’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Company’s web site on the Internet should not be construed by any consumer and/or prospective client as the Company’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by the Company with a prospective client shall be conducted by a representative that is either registered or qualified for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of the Company, please contact the SEC or the state securities regulators for those states in which the Company maintains a notice filing. A copy of the Company’s current written disclosure statement discussing Company business operations, services, and fees is available by going online via the SEC’s Investment Advisers Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using SEC #801-115255.

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