Mark Phillips

FIC, LUTCF

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.

Contact Mark Phillips
At work

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 get to educate people and help members create solutions to achieve their hopes, dreams and aspirations. I use the best tools and resources available. I can help you build a comprehensive financial plan to outline your future and mitigate speed bumps along the way. I leave people in a better position than when first I met them.

I serve members in…

Lake Country, Hales Corners, Muskego, Milwaukee, East Troy and throughout Wisconsin.

I enjoy working with…

individuals approaching retirement, small-business owners and families. I specialize in retirement strategies -- for both individuals in the accumulation phase and for 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. During this time, I also earned a spot each year in Modern Woodmen's President's Cabinet, ranking among the 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 family, I feel good seeing the impact planning makes in members' lives and the lives of those 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'd previously had the conversation about "What if?" The moment I saw her and told her it was going to be OK, I knew I made an impact.

“I serve members in Lake Country, Hales Corners, Muskego, Milwaukee, East Troy and throughout Wisconsin.”
At home

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."

Community impact

In the community

In the community

My local community impact

I’m a member of…

the Delafield Chamber of Commerce, the Wales Business Group, the Mukwonago Chamber of Commerce, and the East Troy 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 Funds project, Phillips Car and Bike Show, for a baby boy with hypoplastic left heart syndrome (HLHS). 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!

Featured story

Featured story

Featured Story Image

Recycling for Heroes electronic recycling event

In November, our Wales office teamed up with Treasured Estates for our first electronic recycling event to help veterans at Christmas. Nothing could have prepared us for the massive turnout of over 500 cars. Throughout the event, a line of cars wrapped around the building and into the street. It was the busiest electronic recycling event Treasured Estates has seen. The best part is we raised over $1,000 to support veterans in need. Veterans Affairs representatives were thankful for the donation, and it felt amazing to make a difference!

Current insights

Current insights

Honk Honk! (That's happy Friday in geese) 😉 Our visitors wanted to wish everyone a great weekend! Are you traveling anywhere? Share in the comments below 👇🏻

With affordable premiums, access to scholarships, youth service clubs, financial education and coverage, it's a no brainer to get your child life insurance! Secure their life today! ✔️🏡 #MaytheAssurance #LifeInsurance #SecureYourLife Learn more at https://www.modernwoodmen.org/my-membership/member-benefits/make-an-impact-scholarships/:backpack:

It was a busy weekend for the Wales Office! Last weekend, we sponsored a musician at DelaSpring, hosted Paws for Haws at our office and attended Clays for a Cause for the CJ3 Foundation! 🤩🐕❤️

With affordable premiums, access to scholarships, youth service clubs, financial education and coverage, it's a no brainer to get your child life insurance! Secure their life today! ✔️🏡 #MaytheAssurance #LifeInsurance #SecureYourLife Learn more at https://www.modernwoodmen.org/my-membership/member-benefits/make-an-impact-scholarships/" 🎒

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.

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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.

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