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Mark A. Mappa
President, Wealth Manager

Mark Mappa is Founder, President, and Managing Principal at Mappa Wealth Management. He has over 27 years of experience in financial planning and wealth management. Mark specializes in developing long term financial plans to assist individuals and families in meeting their lifelong financial goals and objectives. Mark also specializes in retirement distribution planning by helping clients manage their assets and income needs during their retirement years.

As an independent financial advisor, Mark is able to provide objective advice that is tailored to meet each client's specific and individualized situation. Everyone's situation is different and Mark understands that everyone will need a different strategy to meet their goals.

Mark's years of experience as an independent advisor has led to a philosophy and perspective about financial planning that he incorporates in the strategies he develops for each of his clients. While everyone's strategy is different, Mark believes that the underlying philosophy of successful financial planning includes:  

  • Investing like the wealthy 
  • Protecting the downside of your investments 
  • Always think outside the box 
  • And lastly (and perhaps most importantly) Think cash flow, not rate of return. You can’t spend rate of return.

Mark has a Master of Science Degree in Financial Services (MSFS) and has earned the CERTIFIED FINANCIAL PLANNER (CFP, Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Registered Financial Consultant (RFC), Certified Fund Specialist (CFS), Certified Estate and Trust Specialist (CES), and Certified Income Specialist (CIS) designations.

Mark has been a guest speaker on the television show The Stock Market Observer and has written numerous articles on financial planning. Mark is currently writing a book about what he has learned and experienced in his 27 years in the financial industry.

Mark and his wife Rachel and have three children, Zackary (attending Purdue University), Tanner (attending Stevenson High School), and Sophie (who is 9 years old). Mark enjoys reading books on financial topics. He also enjoys sports, corvettes, vacationing, and spending time and swimming at their Florida home.

mark@mappawm.com



Steve Wilhusen
ChFC, CLU

Steve Wilhusen is a financial advisor with over 17 years experience. As an independent financial professional, he provides advice that is objective and in his clients best interests. He helps individuals, families and business owners define and meet their lifelong financial goals.

Steve does this through a philosophy of independent advice, highly personal service and a commitment to ethical practices. His skills and experience include developing and implementing savings, investment and insurance planning as well as retirement distribution strategies.

Steve is a Chartered Financial Consultant (ChFC) as well as a Chartered Life Underwriter (CLU). He frequently gives educational seminars on financial planning. He graduated from Truman State University in 2000 with degrees in Finance and Management and he minored in Economics. He was a member of Blue Key honor and service fraternity and the University Soccer Team.

Steve is a proud Bulldog owner and amateur chef, sports enthusiast, fitness and health geek, travel and adventure seeker.

steve@mappawm.com


 

Brett W. Gardiner
Financial Advisor

Brett Gardiner is an independent financial advisor whose goal is to help individuals, families and small business owners define and realize their financial dreams. He has over twenty-five years of professional experience, twelve of which have been in the financial services industry. As a financial advisor, he provides advice that is objective, independent and client-centered.

Through his twelve years of financial product and resource distribution, Brett has gained a truly unique perspective on industry best practices and brings that knowledge and confidence to his clients.

Brett understands that through trust, education, communication and superior customer service, he and his team can help you have confidence in your investments. He also believes that by taking a holistic approach and monitoring investment, tax, estate, college, insurance and income planning, you will reach your financial goals.

He is a 1991 graduate of Indiana University and holds the following licenses: FINRA Series 6, 7, and 63, and is Illinois insurance-licensed.

Brett and his wife, Laura, grew up on the North Shore of Chicago and have four children. He plays an active role in their education, athletic and theatrical activities.

Brett is an Eagle Scout and a five-time Ironman Triathlete. He brings that same commitment and discipline to his work with his clients.

brett@mappawm.com

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Steven B. Tucker

Steve Tucker has over 25-years helping clients define and reach their financial goals. He specializes in investment, income, insurance and estate planning and understands that an important aspect of his role is to listen carefully to his clients and then design a custom strategy that meets their level of comfort and helps them meet their objectives.

Steve helps his clients grow and protect their assets for use during their lifetimes through retirement, as well as creating a transition plan for the next generation or for charities. "My clients and I take special care to grow and protect their money. I want to help them make sure it is not dramatically diminished by taxes, fees, or unforeseen healthcare costs."

Steve has appeared on PBS television speaking on numerous estate planning topics including the importance of addressing the risk of a long-term care illness and the impact it may have on the estate. He is a frequent speaker for non-profit organizations. His articles on areas vital to estate planning have been published in several media formats, including the Peoria Journal Star Newspaper, and Fondulac Senior Services Newspaper.

Steve has been married for 22 years. He and Mary live in Champaign, IL with their two children. Their 15 year old son, Tyler, loves to play tennis, dive, and golf. He is a Freshman at Centennial High. Their 8 year old daughter, Allie, loves gymnastics, golf and swimming. Steve enjoys spending time with his family, playing ice hockey, golfing, and traveling. Mary enjoys tennis, reading, golf, and taking trips with her family.

stevetucker@mappawm.com


 

Tanya M. Dooley

 

Director of Office Operations

Tanya is a key figure in providing the highly personalized service and professionalism you have come to expect from our firm. She is responsible for the quality of care each client receives and deserves.

Tanya has over nine years experience in the financial services industry in administration and is fully licensed for insurance planning. One of her great strengths is the enjoyment she gets from working with people like you to help them reach their financial goals. As both a professional and a mother she understands the importance of financial planning especially retirement planning and college savings.

 

She works closely with Mark Mappa and is in charge of account management, ensuring that your questions, requests and possible problems are handled promptly and efficiently. Tanya is also in charge of our firms communication with clients, including organizing seminars, updating the website and handling our firm newsletter. In addition, she oversees the organization of quarterly financial reports, the distribution of all firm information and important notices, and that all documents, applications and forms are properly and securely rendered in a timely manner.

We pride ourselves on our strong relationship with our clients and Tanya's efforts are a large part of those relationships.

Tanya has three daughters, Sydney, Natasha and Lilian. She is involved in school activities and is an assistant coach and Board member for Natasha's travel softball team. When not working, she and her family love hiking, the outdoors, live music, sports and spending time at their Florida getaway.

Tanya is not affiliated with Woodbury Financial Services, Inc

tanya@mappawm.com


 

Brook Ford
Administrative Assistant

Brook is a crucial element in Mappa Wealth Managements commitment to highly personalized service and professionalism. An important part of her job is to make sure that each of our clients is treated as we would like to be treated.

She developed her skills working as an administrator and paralegal for various offices and her familys oil and gas business. At Mappa Wealth Management she helps make sure all documents, applications and forms are properly and securely rendered in a timely manner and that your questions and requests are handled promptly and to your satisfaction.

Brook has three sons and a daughter and she enjoys spending time with her large extended family. A committed community volunteer, she volunteers at Bernies Books (an organization that collects and distributes books to children in the inner city)

Brook is not affiliated with Woodbury Financial Services, Inc.

brook@mappawm.com

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Barry Stuart Levy
Business Consultant

Barry Levy brings a diverse background to his consulting clients that provides them with a unique view on the challenges that affect their business.

Barry was an actor for a number of years before building an extremely successful advertising agency and marketing consulting firm in New York City with clients in the consumer electronics and financial industries. He subsequently became a consultant to financial services firms.

At Mappa Wealth Management he works with the firm’s principal and team on marketing, best practices, client service and relationships. The continuing goal is to make Mappa Wealth Management a leader in providing its clients with the best in personal service.

Barry is also a professional magician and started the non-profit Magic Street to teach magic to severely learning disabled and emotionally challenged children. He is a graduate of the University of North Carolina.

Barry is not affiliated with Woodbury Financial Services, Inc.

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Our Extended Services

Clients of Mappa Wealth Management can be assured that we can help provide solutions for all of their financial needs. One of the ways we do this is by bringing into our financial planning process professionals who can offer our clients legal, tax, banking and insurances services. 

Michael M. Silbert
Attorney At Law
Ph# 312-782-0808
Email: michael_silbert@sbcglobal.net

Michael Silbert has been an attorney for over 40 years, and has had his own practice since 1986. Michael places an emphasis on estate planning, Real Estate and corporate law. His clients can depend on his experience and knowledge to provide them with advice appropriate to their situation.

He has taught Estate and Gift Tax law in the Masters of Law program at DePaul University and been a consultant to insurance companies on estate planning. He has given numerous talks on estate planning to various groups.

He received his law degree from Northwestern University School of Law and began his career with the Internal Revenue Estate and Gift Tax division.

Michael is not affiliated with Woodbury Financial Services, Inc.

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Kevin Smith
Ins-All, Inc.
Ph# 847-556-5045
Email: kevin@ins-all.com

Kevin Smith

understands that, while you can't prepare for every eventuality, you can take steps to mitigate the unexpected. He began working in the insurance field after a fire destroyed his printing company and he decided he wanted to help others avoid some of the consequences of unexpected events. After several years Kevin founded his own independent insurance agency, Ins-All, Inc. to provide clients with the best insurance planning for their very personal and particular situations. His agency provides a diverse range of insurance products including, Life, Health and Property & Casualty.

Kevin recently joined Mappa Wealth Management in their insurance services division as a strategic partner providing high-quality, affordable insurance planning and solutions for individuals and small businesses.

Kevin is an active member of community chambers, as well as NISIA (Northern Illinois Strategic Insurance Alliance) and SHRP (Society of Human Resources Professionals). He also serves as board president for both church and local association. Kevin lives in the Evanston area with his wife, Kathy, and their three children, Garrett, Conor and Drake.

He is a graduate of Illinois State University and is currently licensed in Illinois, Indiana and Wisconsin to sell property, casualty, health and life insurance.

Kevin is not affiliated with Woodbury Financial Services, Inc.

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Christin Luckman
Senior Vice President of Mortgage Lending
Guaranteed Rate
Office# 773-290-0522
Cell# 312-771-6969
Email: Luckman@guaranteedrate.com

Christin Luckman is a Senior VP of Mortgage Lending at Guaranteed Rate with 13 years of lending experience. Christin and her team use Guaranteed Rate's Digital Mortgage to approach the loan process with seamless and efficient technology.

Christin graduated from the University of Illinois with a BS in Finance, is a real estate investor in multiple states, and founder of the LUX group.

Christin joins the Mappa Wealth Management Alliance Partnership where her wide range of financial and real estate expertise and personalized service can help provide clients with professional results.

Christin has been awarded Top 1% of Mortgage Originators in America and ranked in the Top 200 for the Scotsman Guide multiple years in a row. She enjoys traveling, Pure Barre, swimming, family, friends, and participates in charity organizations such as Cancer Treatment Centers and Gateway for Green.

Christin is not affiliated with Woodbury Financial Services, Inc.

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Jessica Reed, CPA
Reed Accounting
Ph# 312-857-4075
Email: jreedcpa@reedaccounting.com

Jessica Reed is the founder and principal of Reed Accounting. Her firm offers clients personal tax services, corporate tax services, bookkeeping and accounting services. Reed Accounting specializes in small businesses and start-ups.

Her keen interest for tax accounting was developed while volunteering for the Center for Economic Progress providing tax services for low-income families. She brings that same commitment to all of her clients.

Jessica Reed earned her MS in Accounting from the University of Illinois-Chicago in 2006 and her CPA in 2008. Reed Accounting is located in Evanston but serves clients throughout the entire Chicago area.

Jessica Reed is not affiliated with Woodbury Financial Services, Inc.

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Over the years, Quorum has provided our clients with the excellent service we expect for our clients in the areas of mortgages, credit products and general banking needs. Established in 1934, Quorum is a full-service financial institution serving more than 70,000 members nationwide.

Some of Quorum's products and services: 

  • QChoice Checking: Enjoy monthly dividends, free checks, ATM fee reimbursements (up to $15 per month), access to over 80,000 fee-free ATMs nationwide, mobile deposits
  • First and Second Mortgages: Market-leading fixed and adjustable rates, free first mortgage pre-qualification, free consultations with mortgage experts
  • MasterCard Credit Cards: Rewards-rich cards with low rates, no annual fee, unlimited points that never expire, easy redemption.

Tene Turner

Tene is the Regional Manager, overseeing branches in Chicago, IL and Newberry, SC.

She has helped Quorum members attain their financial goals for over 17 years, using her extensive knowledge in all financial products, including mortgages, credit cards, and savings.

Tene can be reached at (312) 291-9422or at tene.turner@quorumfcu.org.

Tene is not affiliated with Woodbury Financial Services, Inc.

Tiffany Mazzoccoli

Tiffany has worked at Quorum for over 23 years, and is currently serving as the Regional Manager of the Deerfield and Glenview branches in Illinois. She delivers exceptional results through her commitment to clients by excellent customer service and by building relationships.

Tiffany specializes in mortgages and utilizes a consultative approach to define customer goals and develop solutions to attain member financial goals.

Tiffany can be reached at (847) 964-9007 or (847) 646-6769 or at tiffany.mazzoccoli@quorumfcu.org.

Tiffany is not affiliated with Woodbury Financial Services, Inc.

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Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Advisor. Insurance services offered through Mappa Wealth Management, which is not affiliated with Woodbury Financial Services, Inc.

NOT NCUSIF INSURED • MAY LOSE VALUE • NOT A DEPOSIT • NO CREDIT UNION OR FEDERAL GOVERNMENT AGENCY GUARANTEES

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.





This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CT, FL, GA, IL, IN, IA, KS, MI, MN, MO, NV, NJ, NY, NC, OH, PA, SC, TN, TX, VT, VA, WA and WI. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.