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Appleton Group Wealth Management LLC
100 W. Lawrence St.
Third Floor
Appleton, WI 54911
Phone: 1 866 993 7727
Local : 1 920 993 7727
FAX:     1 920 993 7779


Mark C. Scheffler
Senior Portfolio Manager,
Founder

Mark’s commitment to objective, independent wealth management led him to establish Appleton Group Wealth Management LLC in April of 2002. With over 12 years of experience in the financial services industry, Mark serves as portfolio manager for our private client group, and manages all assets held by our proprietary mutual fund and our separately managed account clients. His responsibilities include risk analysis, asset allocation, market research, and institutional client development. Mark also serves as both Principal and Chief Compliance Officer of The Appleton Group. Mark is also a DALBAR Certified Fiduciary Adviser under the 2006 Pension Protection Act. He is a 1992 graduate of Lawrence University and is a life-long Wisconsin resident.

Phone extension: 14

Email: mscheffler@appletongrouponline.com
Wendy Hoeft
Director - Retirement Plan Relations

Wendy devotes her professional time, talents and experience exclusively to the delivery of defined contribution and defined benefit plan services. Wendy holds the title of Director of Retirement Plan Relations and before joining Appleton Group Wealth Management, 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.

 Phone extension: 11

Email: whoeft@appletongrouponline.com
David Wild
Institutional Sales Representative

David devotes his professional time to establishing and servicing Institutional Investor Relationships. Before joining Appleton Group Wealth Management, David was an Advisor with B.C. Ziegler & Co. in their Wealth Management division. David began his career at Bear Stearns in a Fixed Income trading group.

Phone extension: 18

Email: dwild@appletongrouponline.com
Peter Mutschler
Director - Client Development

Peter provides leadership in all phases of our firm's operations, most notably as Director of Client Development. He also serves our firm as a member of our portfolio management team, and facilitates block trading, statement generation, and daily data reconciliation.

Phone extension: 15

Email: pmutschler@appletongrouponline.com

Karen Anderson
Director - Client Services

Karen exclusively serves our private client group, preparing all account applications, processing account deposits and withdrawals, preparing client statements, and all document archiving. She also serves as our firm's office manager and eliminator of confusion. Karen has her Series 7 and 63 licenses.

Phone extension: 10

Email: kanderson@appletongrouponline.com
Cherie Wirth
Director - Marketing & Communications

Cherie brings 12 years of work experience in the marketing field to our firm. As Director of Marketing and Communications, she is responsible for maintaining the firm's brand image in all internal and external communications. She is our primary resource for preparing ongoing client communication, education and marketing materials including The Compass, quarterly performance sheets and print ads. Other duties include coordinating special events and seminars, executing press releases, updating the firm's website and supporting the Director of Advisor Relations and the Director of Retirement Plan Services.

Phone extension: 16

Email: cwirth@appletongrouponline.com
© 2008
The Appleton Group LLC.
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