Mark Phillips | Modern Woodmen Financial Representative

Mark Phillips

FIC, LUTCF
Photograph of Mark Phillips

Mark Phillips

FIC, LUTCF

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.

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At work

At work

Why I do what I do

Why I do what I do

I'm committed to service and giving back time, wealth and resources to my community. I use the best tools and resources available to educate people and help members create solutions to achieve their hopes, dreams and aspirations. I can help you build a comprehensive financial plan to outline your future and mitigate speed bumps along the way.

I serve members in…

Wisconsin, Arkansas, Arizona, Florida, Illinois, Maryland, Massachusetts, Minnesota, Montana, North Carolina, Ohio, South Carolina and Tennessee.

I enjoy working with…

families, small-business owners and people approaching retirement. I specialize in retirement strategies for individuals in the accumulation phase and those entering their retirement years. I can also help transfer assets in a tax-efficient manner to create a legacy.

I am very proud of…

qualifying for the Million Dollar Round Table, a premier association for financial professionals, for the last seven years. Each of those years, I also earned a spot in Modern Woodmen's President's Cabinet, ranking among the organization’s top 25 representatives.

Before Modern Woodmen, I…

worked for a local sheet metal shop, where I built and installed commercial kitchen equipment. The experience helped me understand the financial planning needs of small businesses and their owners.

I chose Modern Woodmen because…

I'm a big believer in tithing and have been blessed to work with an organization that shares the same principles and values of giving back.

The best part of my career is…

helping my members achieve their financial goals. Whether it's planning for retirement or creating a legacy for their families, I feel good seeing the impact planning makes in members' lives and the lives of people they love.

A favorite moment in my career was when…

I understood the importance of the plans I help design. I delivered my first death claim to a young mom who lost her husband; her children's father and the family's main source of income. We previously had a conversation about "What if?" The moment I saw her and told her it was going to be OK, I knew I had made an impact.

“I serve members throughout Wisconsin, including Lake Country, Hales Corners, Muskego, Milwaukee, and East Troy. Additionally, I extend my services to several other states!”

At home

At home

My life outside of work

My family includes…

Holi, my wonderful partner; our darling daughter, Madelyn; and Holi's energetic children Jake and Emma. In our bustling home, we also have two dogs, two cats, six chickens, a variety of fish species, and two majestic wild bald eagles.

In my free time, you can find me…

spending time with my family, working out at the gym, working on a car, working on my hobby farm, or sending good into the world.

My greatest blessing is…

my faith. We should live every day like it's our last. We can do all things through Christ!

My personal motto is…

Life isn't happening to you; it's happening for you. There are two ways to look at life: "It is what it is," or "It is what you make it."

In the community

In the community

My local community impact

I’m a member of…

the Delafield Chamber of Commerce, Wales Business Group and Mukwonago Chamber of Commerce.

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

youth educational programs, Matching Fund projects to support local community organizations, and fraternal benefits for our members.

My favorite memory from a fraternal event is…

when my chapter did a Matching Fund project, Phillips Car and Bike Show, for a baby boy with hypoplastic left heart syndrome. We raised $7,500 for his medical bills. It was a fun-filled day looking at fantastic cars and bikes with our members.

Also…

Another favorite memory was when my chapter donated a ride on a firetruck to a young boy with congenital heart disease. The Northshore Fire Department picked him up outside his school and took him back to the station for a tour and dinner. There was even room for his two little brothers to ride along, and the firefighters sounded the sirens. Their smiles were amazing!

Current insights

The market is loud right now. Headlines designed to make you panic. Social media is telling you to sell everything. Everyone is suddenly becoming a financial expert. Here's my advice. Turn it off. The clients I serve don't make decisions based on headlines. They trust the plan we built together. The one designed for markets exactly like this. Reacting to the market is how people lose money. Patience is how they build wealth. Take a breath. Trust your plan. Talk to your financial rep. ------------------- First time seeing me? Hi! My name is Mark Phillips, and I've been proudly serving families, individuals, and businesses for 16 years! Want to learn more? Message me! #Investing #Finance #PersonalFinance

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Have you explored all of your Modern Woodmen benefits? ❤️ Our Final Wishes Resources is a guide to help you with your end of life planning. 🫶🏻 Our Financial Relief Fund can provide up to 3 months of premium coverage after severe hardships. All June long, we’ll be highlighting the benefits available to our members. Want to learn more? Reach out to us at (414) 235-8806!

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Retirement isn't a number. It's a feeling. It's waking up without an alarm. It's taking that trip you kept postponing. It's watching your grandkids without checking your phone. But that feeling requires a plan. I work with clients every day who are close to retirement... And still don't know what it looks like. We work backwards. What do you want your life to look like? Now let's build a plan to get you there! ------------------- First time seeing me? Hi! My name is Mark Phillips, and I've been proudly serving families, individuals, and businesses for 16 years! Want to learn more? Message me! #Retirement #PersonalFinance #Finance

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Most people wait for the "right time" to get life insurance. There is no right time. There's only now. I've seen families financially devastated not because they were irresponsible... But because they waited. One unexpected event. One moment they never saw coming. And everything changed. You can't predict the future. But you can protect against it. Life insurance isn't an expense. It's a promise to the people who need you most. ------------------- First time seeing me? Hi! My name is Mark Phillips, and I've been proudly serving families, individuals, and businesses for 16 years! Want to learn more? Message me! #LifeInsurance #Finance #PersonalFinance

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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.
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Notice of collection for California residents
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 and advisory services offered through MWA Financial Services Inc., a Registered Investment Adviser and 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 or offer all products or services. Check the background on either the firm or the representative on FINRA’s BrokerCheck.

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