Mark J. Phillips

Mark J. Phillips

Manager, Client Relations

mark@lewisam.com

Mark has spent the past 17 years helping clients build financial plans that support their goals and give them a sense of direction for the future. His early interest in finance was inspired by his grandfather’s love of the stock market, and today that same passion drives him to deliver thoughtful advice, careful attention to detail, and reliable service to every client he works with.

Clients appreciate Mark’s thorough approach and his commitment to being just a phone call or email away whenever they need support. Whether helping someone plan for retirement or answering day-to-day questions, he enjoys making a meaningful difference in his clients’ lives and building lasting relationships along the way.

Mark lives near Scranton, PA with his wife and daughter. Outside the office, he enjoys maintaining saltwater aquariums, listening to music, and spending time with family. He’s also passionate about continuing to learn and grow, setting a strong example of hard work and curiosity for his daughter.