Personal Financial Planning
John R. Phillips
John brings a rich and diverse business and practical business background to the practice of law. He received his undergraduate degree from Louisiana State University and his Juris Doctor from the University of Denver School of Law where he served on the Law Review. Admitted to practice in 1982, he has handled a variety of types of law, but has found Estate Planning to be the area in which he wishes to specialize.
As Director of Sales and Marketing of the National network of Estate Planning Attorneys, John taught mature lawyers from coast to coast how to develop a client-centered estate planning practice. This involved teaching the technical legal side as well as thorough understanding of clients and their motivations. He taught interviewing and motivational skills as well as the fundamental business techniques required for practice development.
He has had a strong business background in both domestic and international business. he has worked in large corporate environments as well as small entrepreneurial ventures. He has had strong experience in both high-tech and consumer products. He has owned and managed his own small retail business as well as the current law practice.
John currently also writes and teaches extensive Continuing Education courses in Estate Planning for CPA's, CFP® 's, Attorneys, Investment Executives and Insurance Professionals as well as for MSU Denver's certification program.
John is an active CERTIFIED FINANCIAL PLANNER™ professional and holds current Colorado Insurance License and NASD Series 6, and 7 licenses. He is an affiliate instructor at Metropolitan State, a member of the Colorado Bar Association, the Arapahoe County Bar Association, the Will and Probate Section of the Colorado Bar Association, and the Better Business Bureau. John primarily practices in the area of Estate Planning, Estate and Trust Administration, Probate and related matters.
John in heavily involved in community activities serving on the Board of Directors of the Arapahoe Douglas Mental Health Network and the Arapahoe Philharmonic. He is also the founder and Chairman of SMARTS!, a grass-roots organization dedicated to the creation and operation of a major cultural arts center in the south metro area of Denver, Colorado.