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:
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).
- 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 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
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.
Tanya Dooley, 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.
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
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.
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.