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

You've heard of spring cleaning your house, BUT have you heard of cleaning your finances? 🧹✨ Our Spring Cleaning Checklist has you covered! 🌷✅

Read more

Our journey will never be perfect; there will always be bumps in the road. As a financial representative in sales, we become accustomed to getting rejected. I’ve faced my fair share of rejections. Especially at the start of my career. However, I never consider any of these rejections “failures.” Why? I have two reasons.. We can’t control everything around us. However, we can control our mindset and emotions. You don’t truly “fail” at anything until you give up. Always get back up and try again. It doesn’t hurt to try again! It’s all about how we reflect and move forward from each situation. We have the power in our hands to control our emotions! We can’t control others. If you are currently struggling, I see you and I understand you. This isn't forever. Stay positive and keep your head up. You got the power to keep going. -------------------------- 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! #Motivation #GrowthMindset #BusinessOwner

Read more

Being the Marketing Assistant means you make your own birthday posts...😆 Happy birthday Grace! 🥳🎂

Read more

Over my 15 years, I've seen the same mistake made over and over again.... People put off retirement planning. Suddenly, retirement isn't so far away anymore. Look, I get it. Life gets busy. Kids, mortgages, unexpected expenses. Retirement feels like a problem for "future you." But it will come sooner than you think.... Recently, a couple came to me concerned about retirement planning. Over the years, their income had gone towards caring for their children. This left little for retirement planning... They didn’t know where to start. So we started together. We did a full budget review to see exactly where every dollar was going. We maxed out their 401(k) accounts and took advantage of catch-up contributions. We built a realistic savings plan that actually fits their life. Now, they are on track to retire when they want to! Retirement planning doesn’t have to be overwhelming. You just need a plan and someone in your corner. -------------------- 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

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