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.

Contact Mark Phillips
Schedule an appointment

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 hard truth that many people need to understand.... You’ll never be perfect. No one is. Stop waiting for the “perfect” time to start financial planning. Trust me, that day will never come. You’ll always find a reason not to start. Instead of waiting for perfection. Start today. I’ve seen people worried by: “What if I pick the wrong investment?” “What if the market crashes?” “What if I should have waited?” All while doing nothing. Nothing is the worst strategy. However, with an “imperfect” plan, you are starting on your journey. You can always adjust. We can’t turn back time. ----------------------- 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! #Finance #PersonalFinance #Savings

Read more

Can I share a secret with you? Social media is fake. We control what we want to share. It doesn’t show the whole picture. Over the years, I’ve worked with clients who thought they were behind. Their friends were purchasing new cars, remodeling their home, and lots of nights on the town. They wanted to be in their position. Be able to afford that. However, the truth is.... that’s not real. We have no clue what their financial situation is like. It’s so important not to compare yourself to others. Everyone's financial journey is different. No plan will be the same. Because we all have different goals!! Trust me on this. You are on the right track. ---------------- 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! #PersonalFinance #Finance #Retirement

Read more

Haven't maxed out your IRA contributions from 2025, you still have time!! Give us a call TODAY! 📞 (414) 235-8806

Read more

The best part about helping others? Seeing the relief on their face. Anxiety lifted. Fear is gone. They have a plan set out right in front of them. They feel confident. It truly is the best feeling. The hardest part of financial planning? Asking for help. Accepting help from others. It can be challenging. However, that end result is SO worth it. Trust me on this, it isn’t scary. The relief you’ll get is worth it. ------------------- 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! #PersonalFinance #Finance #Retirement #Saving

Read more

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:
How we use your information
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.

Let’s plan together for…

Please select…

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

Cookie Settings