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Wealth Managers


Mark A. Mappa, President, Principal
MSFS, CFP™, ChFC, CLU, RFC, CFS, CIS, CES


Mark Mappa is Founder, President, and Managing Principal at Mappa Wealth Management. He has over 28 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 earned the CERTIFIED FINANCIAL PLANNER™ professional (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 also has a Master of Science Degree in Financial Services (MSFS).

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 28 years in the financial industry.

Mark and his wife Rachel 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.



Steve Wilhusen, Principal, ChFC, CLU

Steve Wilhusen is a financial advisor with over 18 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.

 The foundation of Steve's practice is 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, and retirement distribution strategies.

Steve has earned the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations. He frequently gives educational seminars on financial planning. He graduated from Truman State University in 2000 with degrees in finance and management and a minor in economics. He was a member of Blue Key, an honor and service fraternity, as well as the varsity soccer team.

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



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-six years of professional experience, thirteen  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 thirteen 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, 63 and 66, and is Illinois insurance-licensed.

Operations Team


Tanya Widner, Director of 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 firm’s 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 registered with Woodbury Financial Services, Inc.



Brook Ford, Client Services Coordinator

Brook is a crucial element in Mappa Wealth Management’s 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 family’s 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 Bernie’s Books (an organization that collects and distributes books to children in the inner city)

Brook is not registered with Woodbury Financial Services, Inc.

Contact Us
Phone: 847-262-3030
Fax: 847-262-3034  
E-mail: info@mappawm.com

Locations:

2700 Patriot Blvd
Suite 250,
Glenview, IL 60026

401 N. Michigan Ave
 Suite 1200,
Chicago, IL 60611


We Offer You
  • Retirement Planning
  • Comprehensive Financial Planning
  • Investment Management
  • Estate Planning
  • Insurance Planning
  • Tax Planning
  • Wealth Management
  • Business Succession Planning
MWM Brochure
MWM Newsletter


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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.

*Neither Woodbury Financial Services, Inc. nor its representatives or employees provide legal or tax advice.



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.