Independent health and life insurance advisors based in Phoenix, Arizona.
PHX Insurance Advisors is an independent health and life insurance advisory team based in Phoenix, Arizona. We help individuals, families, self-employed professionals, and business owners find the right coverage for their needs, without the bias that comes from being tied to a single carrier.
Our approach is built on a simple philosophy: educate first, advise second, and let the right plan speak for itself. We compare plans across multiple carriers and provide clear, honest recommendations based on each client’s unique situation.
We’re not order takers. We’re advisors, and that distinction matters.
Most people don’t have the time or access to compare their health insurance options. That’s where we come in. We do the research, break down the details, and help our clients understand exactly what they’re getting so they can make confident decisions about their coverage.
We work with:
Whether you’re comparing plans for the first time or re-evaluating coverage you’ve had for years, we’re here to make the process simple, transparent, and stress-free.
Being independent means we work with many of the nation’s leading carriers, not just one. We don’t push one company’s products because we have to; we recommend the best option because we can.
This carrier-agnostic approach allows us to:
“Our clients stay with us because they trust our advice, and that trust is earned by consistently putting their interests first.”
Lisa O’Brien is a licensed health and life insurance advisor who has spent more than 14 years helping families, entrepreneurs, and small business owners secure the right coverage for their lives and livelihoods. She specializes in building customized insurance solutions for small businesses, sole proprietors, and families who want protection without unnecessary complexity.
A proud Arizona native, Lisa understands the value of community and relationships. Before transitioning into the insurance industry, she spent 16 years in hospitality, an experience that shaped her people-first approach to business and gave her the communication skills she now uses to guide clients through important financial decisions.
Lisa is also passionate about mentoring others and helping develop successful careers in the insurance industry.
When she’s not working with clients, you can usually find Lisa running, working out at the gym, enjoying live music, catching a stand-up comedy show, or spending time with friends and family. She has been married to her husband for 16 years and they have two children together.
Jordan Peters is a dedicated health insurance advisor with over six years of experience helping individuals and families find coverage that fits their needs and budget. He specializes in working with self-employed professionals, independent contractors, 1099 workers, and small business owners who often need flexible, personalized insurance solutions.
Over the past three years, Jordan has also focused on developing and mentoring a growing sales team, helping new advisors build successful careers while expanding access to quality coverage for more clients.
Originally born and raised in Iowa, Jordan moved to Arizona in 2014 to attend college and graduated in 2018. Since then, he’s built his career around simplifying the health insurance process and helping clients confidently navigate their options so they can focus on running their businesses, supporting their families, and protecting their health.
Derek Greenlee is recognized as one of the top-rated health insurance agents in the United States. With a strong commitment to helping individuals, families, and businesses, he focuses on delivering personalized solutions tailored to each client’s unique needs. Derek takes pride in truly understanding every client’s situation, allowing him to recommend health insurance plans that balance affordability with comprehensive coverage.
He understands how complex and overwhelming navigating insurance options can be. For that reason, Derek’s mission extends beyond simply securing coverage; he prioritizes educating his clients throughout the process. By providing clear guidance and insight, he ensures each person feels informed,
confident, and fully protected in the coverage they choose.
Originally from Ohio, Derek moved to Scottsdale, Arizona in 2021 to pursue professional golf and compete on the mini-pro circuit. While that path ultimately shifted, he continues to play competitively at a high level while building a successful career in the insurance industry. Today, Derek is also known as a leader and mentor, helping guide and develop the next generation of professionals entering the field.
Book a free call with one of our licensed advisors. No pressure, just honest
guidance based on your needs.
