Our Staff 2017-07-26T15:37:21+00:00

Investment Management Staff

Mark Christopher Scheffler, AIF®
Mark Christopher Scheffler, AIF®Chief Executive Officer, Sr. Portfolio Manager
Mark’s commitment to objective, independent wealth management led him to establish The Appleton Group LLC in April of 2002. With over 20 years of experience in the financial services industry, Mark serves as portfolio manager for our private client group, and co-manages all assets held in our suite of portfolio offerings. His responsibilities include risk analysis, asset allocation, market research, and institutional client development. Mark also serves as both Principal and CEO of The Appleton Group.

Mark earned his Accredited Investment Fiduciary (AIF®) designation from the Center for Fiduciary Studies in 2016, and earned the Series 7, 63 and 65 designations in 1996. He is a 1992 graduate of Lawrence University with a Bachelor’s degree in Music Theory & Composition and Music Education.

Mark is a frequent contributor as a guest columnist for the Appleton Post Crescent, and has been featured in a variety of publications including Insight Magazine, Investment Advisor Magazine, and is a frequent guest panelist. He is a life-long Wisconsin resident, and in 2014 he established the Foundation for a Sustainable Wisconsin (www.sustainwis.org).

Phone extension: 14

Peter A. Mutschler
Peter A. MutschlerDirector of Trading, Co-Portfolio Manager
Peter serves as co-portfolio manager, performing all investment management activities including daily market research, trading, asset allocation, and position reconciliation. Peter also serves as an additional resource to the advisory community, offering his expertise and intensive knowledge of The Appleton Group Wealth Management Discipline™ to investment advisors and consultants.

Peter holds his Series 65 license and received a B.A. in English/Communication Arts from the University of Wisconsin – Madison.

Phone extension: 19

Private Client and Corporate 401(k) Plan Advisory Staff

Wendy M. Hoeft, AIF®
Wendy M. Hoeft, AIF®Sr. Private Client Advisor & Advisor to Employer Plans
Wendy serves as Director of Retirement Plan Relations and as a private client advisor, with broad expertise in the financial needs of families and in serving the company-sponsored retirement plan market. Prior to joining The Appleton Group, Wendy focused on individual wealth management services, advising plan sponsors and assisting plan participants at Members Financial Services through CUNA Brokerage Services. Wendy began her career in wealth management with Robert W. Baird & Co. Inc. in 1996.

Wendy earned the AIF® designation from the Center for Fiduciary Studies in 2014.  The AIF designation certifies she has specialized knowledge of fiduciary standards of care and their application to the investment management process.  Wendy also continues to hold her Series 65 license.

Phone extension: 11

Alexander Hunt
Alexander HuntPrivate Client Advisor & Advisor to Employer Plans
Alexander joined our firm’s research associate program in February of 2014 and has quickly risen to the role of private client advisor and advisor to corporate 401(k) and other retirement plans. Alexander serves his clients with a deep understanding of our firm’s flexible investment management discipline as well as our financial planning process.  He brings a unique perspective to our advisory team, having majored in psychology and minored in music. Alexander received a Bachelor of Arts degree from Northwestern University in Evanston, Illinois. He is a life-long resident of Wisconsin and enjoys playing music, reading and fishing.  Alexander holds his Series 65 license.

Phone extension: 20

Administrative and Support Staff

Karen Anderson
Karen AndersonChief Operating Officer & Chief Financial Officer
As Chief Operating Officer (COO), Karen oversees all administration, firm financials, information technology, and facilities. She  works with Mark Scheffler on human resources, leadership, and strategic planning.

In addition to serving as COO, Karen has also assumed the role of Chief Compliance Officer (CCO). She oversees our firm’s ongoing regulatory compliance, periodic SEC examinations, annual ADV amendment filings, year-end compliance review, and continuity/business continuity planning.

Karen also serves on our firm’s marketing and advertising committee.

Karen holds her Series 7 and 63 licenses.

Phone extension: 10

Cherie Wirth
Cherie WirthDirector of Client Services
Cherie’s 10+ years of service to Appleton Group have prepared her well to oversee all client reporting, account maintenance, deposits and distributions, statement generation, as well as all client communications.

Cherie will also chair our firm’s marketing and advertising committee.

Phone extension: 16

Research Staff

Timothy Dahlstrom
Timothy DahlstromResearch Associate
Tim started at Appleton Group in June of 2016 after graduating from Lawrence University in Appleton Wisconsin with a B.A. in Economics and Russian Studies. His primary responsibilities include researching, gathering, and interpreting data for the new Wisconsin Select program. Tim grew up in the City of Chicago but has happily adopted Wisconsin as his new home. He spends his free time studying mathematics and Russian, and enjoys golfing and ice skating. He holds his Series 65 license.

Phone extension: 24