Lisa A Phelps

FICF

Lisa A Phelps

FICF

Modern Woodmen membership is about relationships. We take time to get to know you and your needs. Get to know me and how we might connect.

Contact Lisa A Phelps
At work

At work

At work

Why I do what I do

Why I do what I do

I’m so blessed to make a living by helping others as well as their communities. Each day, I sit down and help people overcome financial concerns and obstacles. I also get to help my community with our fraternal programs and activities. It’s very rewarding to do what I do.

I serve members in…

Mt. Peasant, Michigan.

I can help you plan for life using a variety of tools, including…

life insurance, annuities, mutual funds and variable annuities.

I enjoy working with…

families.

I attended…

Central Michigan University.

I am very proud of…

the work I do.

Before Modern Woodmen, I…

was the executive director of a children's museum.

I chose Modern Woodmen because…

I admire how the organization supports families and gives back to my community.

The best part of my career is…

meeting new people and connecting with families in a new way.

“I am so blessed to be able to make a living by helping others as well as their communities. Each day, I sit down and help people overcome financial concerns and obstacles. I also get to help my community with our fraternal programs and activities. It’s very rewarding to be able to do what I do.”
At home

At home

At home

My life outside of work

My family includes…

my husband, Marcos, and my daughters, Grace and Violet.

In my free time, you can find me…

outside soaking up the sunshine, reading, or travelling.

I’m passionate about…

travel! I love to explore and try new things.

My greatest blessing is…

my family!

My personal motto is…

When it rains, look for rainbows. When it's dark, look for stars.

My hidden talent is…

cleaning and organizing.

Community impact

In the community

In the community

My local community impact

I have lived in my community…

since 2006.

What I like best about my community is…

it has a small-town feel, but I can be anywhere in Michigan in about two hours.

I’m a member of…

Optimist Club of Mt. Pleasant.

My favorite volunteer activities are…

coaching Girls on the Run.

It’s very important to me to support my community. My favorite Modern Woodmen programs are:

Matching Fund projects to raise money for those in need.

My favorite memory from a fraternal event is…

meeting so many new people!

Also…

I enjoy helping raise funds for new projects in my community.

Contact

Contact me

Let’s connect

We can help you review your needs and plan for your financial future throughout life. (Learn more about Modern Woodmen's Planning for Life system and products.) Because Modern Woodmen is a fraternal financial services organization, we can also explore the benefits of being a member.

Your financial goal(s)
I’m interested in learning more about:
Modern Woodmen is licensed to sell life insurance and annuity products in most states. This information should not be considered a solicitation in those states where Modern Woodmen is not licensed.

Securities offered through MWA Financial Services Inc., a wholly owned subsidiary of Modern Woodmen of America, 1701 1st Avenue, Rock Island, IL 61201, 309-558-3100. Member: FINRA, SIPC. Products are available in most states. Individual representatives may not be licensed to sell all products. Check the background on either the firm or the representative on FINRA’s BrokerCheck.

Let’s plan together for…

Please select…

Select a financial goal from the drop-down menu to find helpful tips and articles.

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