Like a great oak tree, always here for you

PROFESSIONALS

Experienced Financial Advisors

Serving over 150 clients across the United States, our team of financial advisors at Schaper, Benz & Wise Investment Counsel has over 100 years of combined asset, investment and family/private wealth management experience. We work with families, foundations and businesses every day and have the skills to make smart money management decisions.

Bradley E. Benz, CFA
Michael L. Wise, CFA
Laura A Guy, J.D.
Thomas H. Rippl, CFA
Christi L. Salm, CFA
Anthony J. Seashore
Kimberly A. Petersen, J.D.
Mark J. Sprtel

Bradley E. Benz, CFA

Brad is a Principal and the President of Schaper, Benz & Wise. Brad began working at the firm, in partnership with Jerry Schaper, in 1994.  In addition to managing client relationships and investment portfolios, he oversees and actively participates in the firm's research process. Brad also manages the day-to-day operations and the long-term strategic planning activities of the firm. Brad's investment management career began at Associated Bank as a Research Analyst in the trust department. After two years, he became a Trust Investment Officer and was responsible for the management of client portfolios and an equity collective fund. He also supported business development efforts and continued to participate in the investment research process.

Brad is a CFA charterholder and a member of the CFA Society of Milwaukee and the CFA Institute. In 1986, he graduated magna cum laude from the University of Wisconsin-Whitewater with a B.B.A. in General Business.

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Michael L. Wise, CFA

A Vice President and Chief Compliance Officer at Schaper, Benz & Wise, Mike manages relationships and portfolios, conducts investment research and handles all regulatory and legal issues. He joined the investment company in 1998 after serving Associated Bank as a Vice President & Trust Officer. Before beginning his trust career at First National Bank of Clinton, Iowa, Mike practiced law for several years in Ann Arbor, Michigan.

Mike is a CFA charterholder and member of the CFA Institute. He earned his bachelor's degree from the University of Michigan and received his J.D. degree from Wayne State University Law School.

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Laura A. Guy, J.D.

Laura serves as President of Schaper, Benz & Wise Family Wealth Counsel, a division of Schaper, Benz & Wise Investment Counsel. She provides wealth management counsel in income and estate tax, retirement, insurance and trust and foundation administration. She also provides and manages other family financial services for clients. Her past experience includes positions as Vice President and Trust Officer for Associated Bank and Associated Trust Company as well as an Estate Planning Attorney for Godfrey & Kahn, S.C.

After earning her bachelor's degree from Marquette University, Laura received a J.D. degree from the University of Wisconsin and graduated from the National Trust School at Northwestern University. Laura is a member of the Wisconsin State Bar Association.

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Thomas H. Rippl, CFA

Joining the team in 2002, Tom is a Vice President and Investment Officer at Schaper, Benz & Wise. Along with managing client portfolios and relationships, he is responsible for fundamental due diligence on current and prospective holdings. In addition, Tom authors the firm's quarterly Economic & Market Summary letter and manages the Information Technology function for the firm. 


Tom is a CFA charterholder and member of the CFA Institute. He is also a member of the CFA Society of Milwaukee, where he previously served on the Board of Directors as President. Tom earned his B.S.B.A. degree in Finance and Accounting from the University of Colorado in 2002.

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Christi L. Salm, CFA

Christi is a Vice President and Investment Officer of Schaper, Benz & Wise. She manages relationships and portfolios for the investment firm's clients. She also performs fundamental investment research on companies held within client portfolios and on prospective new ideas. Prior to joining the firm in 2003, Christi was a Senior Equity Analyst and Associate Portfolio Manager at Thrivent Financial for Lutherans. Before that, Christi was managing client accounts as a portfolio manager with Merrill Lynch Private Client Services. Christi started her career at Associated Bank, where she was responsible for security analysis, portfolio management and management of equity collective funds.

Christi is a CFA charterholder and member of the CFA Institute and CFA Society of Milwaukee. She received her B.B.A. degrees in Finance and Marketing from the University of Wisconsin.

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Anthony J. Seashore

Tony is an Investment Analyst at Schaper, Benz & Wise. In this role he performs fundamental investment research on current companies held in client's portfolios and on prospective holdings. Tony is pursuing his CFA designation.

Tony graduated from the University of Wisconsin-Oshkosh with a B.B.A. degree in Finance and Accounting. Prior to pursuing his dual degrees, he served as an Infantry Sergeant in the United States Army.

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Kimberly A. Petersen, J.D.

Kim is Vice President of Schaper, Benz & Wise Family Wealth Counsel, a division of Schaper, Benz & Wise Investment Counsel. In this role, Kim helps clients navigate complex tax and estate planning matters, often partnering with and coordinating the client's legal, tax, and wealth advisors. Kim also helps clients articulate and implement plans for supporting loved ones and favorite causes.

Kim joined the firm in September of 2013. She previously practiced law with Ropes & Gray (Boston) and Godfrey & Kahn (Appleton), where she specialized in tax, estate, and charitable planning. Kim also served as Vice President of Gift Planning for the Community Foundation for the Fox Valley Region. A graduate of Harvard College and Yale Law School, Kim is a member in good standing of the Wisconsin and Massachusetts bars.

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Mark J. Sprtel

Mark is an Investment Analyst at Schaper, Benz & Wise. Mark performs fundamental research on companies held within client portfolios and on prospective investment ideas. He joined the firm in July, 2014. Before joining Schaper, Benz & Wise, Mark was a Trade Desk Specialist at Associated Bank. Before that, he was a Private Client Advisor at Appleton Group Wealth Management, LLC.

Mark is currently a Level III CFA Candidate. In June, 2010, he graduated cum laude from Lawrence University with a B.A. in Economics.

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This website and the services contained herein are intended for U.S. citizens. Schaper, Benz & Wise Investment Counsel is an SEC-registered investment adviser located in Neenah, Wisconsin. Our Form ADV and other information can be viewed at www.adviserinfo.sec.gov. All information contained herein is for informational purposes only and does not constitute a solicitation or an offer to sell investment advisory services in any jurisdiction. Schaper, Benz & Wise of Wisconsin does not make any representations or warranties as to the accuracy or timeliness of any information prepared by any unaffiliated third party provider, whether linked to this website or incorporated herein.