Mark's commitment to objective, independent wealth management led him to establish Appleton Group Wealth Management LLC in April of 2002. With over 13 years of experience in the financial services industry, Mark serves as portfolio manager for our private client group (closed to new investors), 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 Appleton Group Wealth Management LLC. Mark is also a DALBAR Certified Fiduciary Adviser under the 2006 Pension Protection Act.

In 1996, Mark earned the Series 7, 63 and 65 designations. He is a 1992 graduate of Lawrence University with a Bachelor's degree in Music Theory/Composition and Music Education. He is a life-long Wisconsin resident.

Phone extension: 14

Email: mscheffler@appletongrouponline.com

Peter serves as co-portfolio manager with Mr. Scheffler, 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 6, 63 and 65 designations and received a B.A. in English/Communication Arts from The University of Wisconsin - Madison.

Phone extension: 15

Email: pmutschler@appletongrouponline.com

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

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 brings 13 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