New and Improved Brochure

1. Reaching Your Financial Summit
Is Just The Beginning.
We’re Your Guides For The Whole Journey.

2. Trust, Commitment, Integrity
We Aim To Exceed Your Expectations
We deliver independent wealth management solutions to clients who want a
trusted financial partner. For us, clients come first and we are committed to
helping them reach a sound financial future through our experience, knowl-
edge, discipline, and dedication to their objectives. No matter what your
goal, we will strive to help you achieve it.
We believe in long-term relationships built on trust and integrity, and by
offering the type of high quality, personalized service and attention to detail
you deserve. Helping you reach your “financial summit” is just the begin-
ning. We are your guides for the whole journey.
Our Mission
Mark, Brook, Brett, Steve, Tanya
Your Team

3. We know that talking about financial matters can often be difficult. You want
to be sure you make the right decision in choosing a partner to help you
meet your financial objectives. In a wide world of financial firms, Mappa
Wealth Management, with over sixty years of combined advisory experience,
stands out for these very important reasons:
• Respect for Your Values and Your Vision
• Our Firm is Bound to the Highest Fiduciary Standards
• Client Centered Service
• Privately Owned, We Offer Comprehensive, Personalized Advice
Based on Your Individual Situation
• A Strong Professional Network to Support Your Goals
• Highly Personal Service with Strong National Resources
We Offer You
• Retirement Planning
• Comprehensive Financial Planning
• Investment Management
• Estate Planning
• Insurance Planning
• Tax Planning
• Wealth Management
• Business Succession Planning
Why Choose Mappa Wealth Management?

4. 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 plan-
ning 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 re-
tirement 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 Consul-
tant (RFC), Certified Fund Specialist (CFS), Certified Estate and Trust Specialist (CES), and Cer-
tified Income Specialist (CIS) designations. Mark also has a Master of Science Degree in Finan-
cial Services (MSFS).
Mark has been a guest speaker on the television show The Stock Market Observer and has writ-
ten 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.
Wealth Managers

5. Steve Wilhusen, Principal, 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.
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 distrib-
ution strategies.
Steve has earned the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter
(CLU) designations. He frequently gives educational seminars on financial planning. He graduat-
ed 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 varsi-
ty soccer team.
Steve is a proud bulldog owner, amateur chef, sports enthusiast, fitness and health geek, and travel
and adventure seeker.
Brett W. Gardiner, Principal, Wealth Advisor
Brett Gardiner is an independent financial advisor whose goal is to help
individuals, families and small business owners define and realize their fi-
nancial 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-cen-
tered.
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,
63, 66 and is Illinois insurance-licensed.
Wealth Managers

6. Tanya Widner, Director of Operations
Tanya is a key figure in providing the highly personalized service and pro-
fessionalism 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 doc-
uments, 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 get-
away.
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 vari-
ous 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.
Operations Team

7. Your Personal CFO
Written financial plan
Two formal meetings per year
Complete financial assessment
Prioritize and set financial goals
Assistance with CPAs & Attorneys
Referrals to CPAs & Attorneys
Cash flow, debt, & budgeting
Wealth Management
Retirement income planning
Estate and charitable planning
Long term care planning
Maximizing social security
Insurance planning
College planning
Helping You and Your
Family
Multi-generational planning
Insurance audit review
Trust services
Client educational events
and seminars
Mappa Wealth Management –
Family office practice
Safeguarding &
Due Diligence
Compliance and
Oversight
3rd party compliance & oversight
3rd party investment managers
3rd party investment custodians
Ongoing manager due diligence
Insurance company due diligence
Disaster protection plan in place
Impartial investment research
Our Services
Investment Management
Regular investment reviews
Consolidate and simplify accounts
Retire up: Our retirement paycheck
risk assessment
Web based consolidated reports
for all accounts

8. Please feel free to call or email us to discuss these or other services
we may be able to help you with.
Mark Mappa mark@mappawm.com, Tel: 847-262-3030 Opt. 1
Steve Wilhusen steve@mappawm.com, Tel: 847-262-3030 Opt. 3
Brett Gardiner brett@mappawm.com, Tel: 847-262-3030 Opt. 5
*Offered through Quorum Federal Credit Union. Working with MWM for over 17 years.
Securities and Investment Advisory Services offered through Woodbury Financial Services Inc., Member FINRA, SIPC, and
Registered Investment Advisor. Insurance service offered through Mappa Wealth Management, which is not affiliated with Woodbury
Financial Services. Neither Woodbury Financial Services, Inc. nor its representatives or employees provide legal or tax advice.
To help our clients meet their financial objectives, Mappa Wealth Management offers you, your family
and your business, a full array of concierge services and solutions. These services complement the broad
range of financial services that Mappa Wealth Management provides.
We do this is by bringing into our financial planning process professionals who can offer our clients legal,
tax, mortgage, banking and insurance services. Each of these relationships mirrors our own values of in-
tegrity and trust; they are also committed to providing our clients with the same high levels of service and
support that you expect from Mappa Wealth Management.
Our Concierge Services