Schaper Benz & Wise Investment Counsel Inc

Blake Bartlett is a CFA® charterholder and holds a Series 65 license with six years of industry experience. He has been with Schaper Benz & Wise Investment Counsel Inc since 2019 and has prior experience at U.S. Bank Global Fund Services, Glen Hepfner Incorporated, UW - Whitewater Police Services, and Bartlett Electric S Corp. Schaper Benz & Wise Investment Counsel, Inc. provides discretionary portfolio management and financial planning services primarily to high-net-worth individuals and families, as well as foundations, pension and profit-sharing plans, and corporations. The firm employs a committee-driven investment process based on in-house research and valuation models, focusing on concentrated equity portfolios and laddered fixed-income strategies.

Christi Salm is a CFA® charterholder with 23 years of experience in the financial industry, currently serving as an advisor at Schaper Benz & Wise Investment Counsel Inc since 2003. She holds a Series 66 designation and is based in Neenah, WI. Schaper Benz & Wise Investment Counsel provides discretionary portfolio management and financial planning to high-net-worth individuals, families, foundations, pension and profit-sharing plans, and corporations. The firm employs a research-driven investment approach with comprehensive fundamental analysis and emphasizes diversified equity portfolios and principal-preserving fixed income strategies.

Daniel Sullivan is a financial advisor at Schaper Benz & Wise Investment Counsel Inc with five years of industry experience. He holds a Series 65 credential and previously worked at Monona Bank, UW-Whitewater, Park Bank, and served in the US Air Force for seven years. Schaper Benz & Wise Investment Counsel Inc provides discretionary portfolio management and financial planning primarily to high-net-worth individuals and families, as well as foundations, pension and profit-sharing plans, and corporations. The firm employs a committee-driven investment process based on in-house fundamental research and emphasizes concentrated equity portfolios and laddered fixed-income strategies.

Laura Guy is a financial advisor at Schaper, Benz & Wise Investment Counsel Inc with 26 years of industry experience, all of which she has spent with the firm since 2000. Schaper, Benz & Wise Investment Counsel provides discretionary portfolio management and financial planning services to high-net-worth individuals, families, foundations, pension and profit-sharing plans, and corporations. The firm uses a fundamentally driven, research-oriented investment process and offers additional family wealth services including retirement, tax, charitable, and estate planning.

Kimberly Petersen is a financial advisor at Schaper, Benz & Wise Investment Counsel Inc with 12 years of industry experience. She has been with Schaper, Benz & Wise since 2013 and holds a Series 65 designation. Schaper, Benz & Wise Investment Counsel Inc provides discretionary portfolio management and financial planning primarily to high-net-worth individuals and families, as well as foundations, pension and profit-sharing plans, and corporations. The firm employs a committee-driven investment process based on in-house fundamental research and offers a Family Wealth Counsel program that includes retirement, tax, and charitable planning, fiduciary trustee advising, and private foundation administration.

Thomas Rippl is a CFA® charterholder with 23 years of experience in the financial industry. He has been with Schaper, Benz & Wise Investment Counsel, Inc. since 2002. Schaper, Benz & Wise Investment Counsel, Inc. provides discretionary portfolio management and financial planning primarily to high-net-worth individuals, families, and institutional clients. The firm employs a committee-driven investment process based on in-house fundamental research and offers a Family Wealth Counsel program that includes retirement, tax, and charitable planning, as well as trustee advising and private foundation administration.

Spencer Schultz is a financial advisor at Schaper Benz & Wise Investment Counsel Inc with a Series 65 designation and no prior industry experience. His work history includes roles at Plexus, Green Lake Sanitary District, and Knuth Brewing Company. Schaper Benz & Wise Investment Counsel provides discretionary portfolio management and financial planning to high-net-worth individuals, families, and institutional clients. The firm uses a fundamentally driven, research-oriented investment process with comprehensive analysis and maintains oversight through an internal investment committee.

Trevor Rabbach is a financial advisor at Schaper Benz & Wise Investment Counsel Inc with nine years of industry experience. He holds the Series 65 designation and has worked at Schaper Benz & Wise since 2017, following five years at Bank First National. Schaper Benz & Wise provides discretionary portfolio management and financial planning to high-net-worth individuals, families, foundations, pension and profit-sharing plans, and corporations. The firm employs a research-oriented investment process with fundamental analysis and manages diversified equity and fixed income portfolios, supplemented by family wealth counsel services.

Bradley Benz is a CFA charterholder and holds a Series 65 license with 32 years of industry experience. He has been with Schaper, Benz & Wise Investment Counsel, Inc. since 1994. Schaper, Benz & Wise Investment Counsel, Inc. serves high-net-worth individuals and families, as well as foundations, pension and profit-sharing plans, and corporations. The firm offers discretionary portfolio management and financial planning, including a Family Wealth Counsel program that covers retirement, tax, and charitable planning, fiduciary trustee advising, and private foundation administration. Their investment approach is committee-driven and based on in-house research, with equity portfolios concentrated in 40–50 holdings and fixed-income strategies focused on laddered, investment-grade securities.

Anthony Seashore is a Series 65-licensed financial advisor at Schaper Benz & Wise Investment Counsel Inc with 13 years of industry experience. He has been with Schaper Benz & Wise since 2012. Schaper Benz & Wise Investment Counsel, Inc. provides discretionary portfolio management and financial planning primarily to high-net-worth individuals, families, and institutional clients. The firm employs a committee-driven investment process with in-house fundamental research and offers specialized services including a Family Wealth Counsel program that covers retirement, tax, charitable planning, and private foundation administration.

Shane Wiegert is a financial advisor at Schaper, Benz & Wise Investment Counsel Inc. He holds the Series 65 designation and has been in the industry since 2024. His prior experience includes roles at Principal Asset Management and various positions within the University of Wisconsin system. Schaper, Benz & Wise Investment Counsel Inc. provides discretionary portfolio management and financial planning primarily to high-net-worth individuals, families, foundations, pension and profit-sharing plans, and corporations. The firm employs a committee-driven investment process based on in-house fundamental research and valuation techniques, offering concentrated equity portfolios and laddered fixed-income strategies.

Mark Sprtel is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Schaper Benz & Wise Investment Counsel, Inc. since 2014. He holds Series 65 and Series 66 licenses and is based in Neenah, WI. Schaper Benz & Wise Investment Counsel, Inc. provides discretionary portfolio management and financial planning primarily to high-net-worth individuals and families, as well as institutions such as foundations and pension plans. The firm employs a committee-driven investment process with in-house fundamental research and offers a Family Wealth Counsel program that includes retirement, tax, and charitable planning, alongside fiduciary trustee advising and private foundation administration.