Neenah, Wisconsin-based Schaper, Benz & Wise Investment Counsel is here for the long haul. Every day, we are working to guide families of wealth, businesses, and foundations to financial success. With a family-focused approach and a solid reputation for success with 100+ years of combined experience, our team of investment advisors serves a long list of clients – many of whom span multiple generations. There are numerous reasons why investors choose Schaper, Benz & Wise over other investment firms in the Fox Valley:
Schaper, Benz & Wise
Serving over 235 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.
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 portfolios, he oversees and actively participates in the firm’s research process. Brad also manages the business and strategic planning activities of the firm and has a key role in new business development.
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 the Associated Bank Capital Appreciation fund.
Brad is a CFA charter holder and a member of the CFA Institute. In 1986, he graduated magna cum laude from the University of Wisconsin – Whitewater with a BBA degree in General Business.
In his spare time, Brad enjoys spending time outdoors hiking, biking, golfing, and fishing. He also likes to read about business, economics, and investing.
Mike is a Principal, Vice President and Chief Compliance Officer of Schaper, Benz & Wise Investment Counsel, Inc. Mike manages relationships and portfolios for the firm’s clients. He also performs fundamental research on companies held within client portfolios and on prospective investment ideas. As the firm’s Compliance Officer, Mike handles all regulatory and legal issues for the firm.
Mike joined the firm in 1998 after 9 years at Associated Bank, where he had been a Vice-President & Trust Officer responsible for delivering personal trust and investment services throughout the Fox Valley Region of Wisconsin. He began his trust career at First National Bank of Clinton, Iowa, where he managed and administered trust portfolios.
Mike is a CFA charter holder and a member of the CFA Institute. He earned his Bachelor’s degree in 1976 from the University of Michigan, and received a J. D. degree in 1979 from the Wayne State University Law School in Detroit, Michigan. Prior to entering the trust business, Mike practiced law for several years in Ann Arbor, Michigan.
Christi is a Principal of Schaper, Benz and Wise Investment Counsel, Inc. and serves as Vice-President and Investment Officer. She manages relationships and portfolios for the firm’s clients. She also performs fundamental investment research on companies held within client portfolios and on prospective investment ideas.
Christi joined the firm in 2003. Prior to that, she served as both a Small-Cap Associate Portfolio Manager and a Senior Equity Healthcare Analyst at Thrivent Financial in Appleton. Preceding Thrivent, she worked as a Portfolio Manager and Research Analyst at Merrill Lynch Private Client Services. Christi started her career at Associated Bank in Neenah, where she had been Assistant Vice President — Trust Investment Officer and performed fundamental security analysis, managed client portfolios, and managed equity collective funds.
Christi is a CFA charter holder and a member of the CFA Institute and CFA Society of Milwaukee. In 1994, Christi received her BBA degree with majors in Finance, Investment & Banking and Marketing from the University of Wisconsin.
In her spare time, Christi enjoys spending time with her husband and two children, and can often be found at a football, basketball, baseball, soccer, tennis or equestrian event. She is also active in the community, presently serving as an Executive Board Member for the Appleton Youth Football Association (AYFA).
Tom is a Principal of Schaper, Benz & Wise Investment Counsel, Inc. He manages client portfolios and is also responsible for fundamental research on current holdings as well as prospective investment ideas.
Tom joined the firm in 2002, authored the quarterly Economic and Market Summary letter from 2011 to 2016, and directly managed the Information Technology function for the firm from 2006 to 2017.
Tom is a CFA charterholder and a member of the CFA Institute and the CFA Society of Milwaukee, where he previously served as a Director, Vice-President, and President over a three-year period. In 2002, he earned a Bachelor of Science in Business Administration degree with a double-major in Finance and Accounting from the University of Colorado.
Outside of work, Tom enjoys spending time with his wife and their three children as well as alpine skiing, cross-country skiing, bicycling, and tennis.
Tony is a Principal of Schaper, Benz and Wise Investment Counsel, Inc. and serves as Vice President and Investment Officer. He manages relationships and portfolios for the firm’s clients as well as performs fundamental investment research on companies held within client portfolios and on prospective new ideas. He also contributes to business operations and long-term strategic planning of the firm. Tony joined the firm in 2012 as an Investment Analyst.
Tony obtained his B.B.A in Accounting and Finance from the University of Wisconsin-Oshkosh in 2012. Before pursuing his dual degrees, he served in the United States Army as an Infantry squad leader. Tony’s military background provides him with a unique and diverse skill set complementing his collegiate learnings and experiences. Tony is pursuing his CFA designation.
Outside of work, you will find Tony spending time with his Wife (Julie) and three boys (Anthony, Jeffrey, and Gavin). He enjoys sitting poolside in the summer months, road trips, gardening, hiking and attending the boys sporting activities. He hopes one day he will be able to golf more!
Mark is a Portfolio Manager and Investment Analyst at Schaper, Benz & Wise. Mark performs fundamental research on current and prospective investments. He also manages client portfolios and authors the firm’s quarterly Economic and Market Summary letter.
Prior to joining the firm in 2014, 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 CFA charter holder and a member of the CFA Society of Milwaukee and CFA Institute. In June, 2010, he graduated cum laude from Lawrence University with a B.A. in Economics. At Lawrence, Mark was a Cross Country team captain for three years and a Track and Field team Captain for two years. He was also Treasurer of Beta Theta Pi Fraternity for two years.
In his spare time, Mark enjoys running competitively, reading, and spending time with his wife Laura and their children Jackson and Julia.
Blake is an Investment Analyst at Schaper, Benz & Wise. His primary role is to generate comprehensive fundamental research and analysis on current working list companies and potential new investment ideas.
Prior to joining the firm in 2019, Blake was an Alternative Investment Administrator at U.S. Bank Global Fund Services. There, he produced monthly valuations for hedge funds and private equity funds.
In May 2018, he graduated summa cum laude from the University of Wisconsin – Whitewater with a BBA in Finance. At Whitewater, Blake participated in the Applied Investment Program as an Equity Research Analyst. He was responsible for following numerous companies owned by the university’s endowment fund. Blake also participated in the 2018 CFA Institute Research Challenge and is currently pursuing his CFA designation (CFA Level II Candidate).
In his spare time, Blake enjoys snowmobiling, fishing, and spending time on the water.
Sheryl joined Schaper, Benz & Wise in 1997 as an administrative assistant. Sheryl has worn many hats throughout her career with the firm. For the past several years, Sheryl has coordinated the firm’s administrative efforts and operational systems. She also provides client and portfolio manager support; is responsible for accounting, banking, payroll, and benefit administration; and assists with account administration and trading. Her attention to detail, positive attitude, and genuine love for helping our clients has been a key attribute in the growth of our firm.
Prior to joining the Schaper, Benz & Wise team, Sheryl worked at Associated Bank for 15 years.
In her spare time, Sheryl enjoys spending time with her family. She especially loves her “Grandma Wednesdays” where she spends the day every week with her beautiful grandchildren.
Chris Pomrening joined Schaper, Benz & Wise in 1999 and is the Client Service Specialist and Trader. In this role, Chris is responsible for account administration and client communication. She interacts with our clients on a daily basis to provide exceptional personal service. Chris is also the primary trader for the firm and is responsible for maintaining ongoing relationships with our client’s custodians.
Prior to joining the Schaper, Benz & Wise team, Chris worked at Associated Bank for 18 years.
In her spare time, Chris enjoys lifting weights with her daughter, Stacie and running 5Ks and half-marathons with her daughter, Jessica. Chris is the office “mom” and is a big advocate of the importance of hugs. As you enter our office, Chris will greet you with the warmest smile.
Aubrey joined the Schaper, Benz & Wise team in 2015 as the Investment Operations Specialist. She is responsible for driving and facilitating process improvement related to our back office operations, Information Technology and regulatory compliance. She oversees portfolio reporting, performance, and management fees. Additionally, she provides client and portfolio manager support as well as assists with trading.
In 2012, Aubrey received her Master’s degree in Industrial and Organizational Psychology with a specialization in Organizational Effectiveness from the Chicago School of Professional Psychology. She graduated from The University of Wisconsin – Oshkosh with a B.A. in Psychology and Spanish in 2010.
Prior to joining the firm, Aubrey held healthcare management positions focusing on process and quality improvement, employee retention and compliance.
Aubrey lives in Kimberly with her husband, their son, three dogs and cat. As a sports enthusiast, Aubrey spends most of her free time in a gym and cheering on her son at his wrestling meets and football games. She is an active member of the Kimberly High School Booster Club.
Laura serves as President of Schaper, Benz & Wise Family Wealth Counsel, a division of Schaper, Benz & Wise Investment Counsel, Inc. 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. Laura joined the firm in 2000.
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 in 1983 from Marquette University, Laura received a J.D. degree in 1986 from the University of Wisconsin and is also a graduate of the National Trust School at Northwestern University. Laura is a member of the Wisconsin State Bar Association.
Laura lives with her husband in the middle of 10 acres of wildflowers and enjoys spending time with her three grown children. She is also new to beekeeping and looks forward to some “home grown” honey in her future.
Phone: (920) 886-2725
Kim is Vice President of Schaper, Benz & Wise Family Wealth Counsel, a division of Schaper, Benz & Wise Investment Counsel, Inc. In this role, Kim helps clients navigate complex tax and estate planning matters, often coordinating with the client’s legal, tax, and wealth advisors. Kim also helps clients articulate and implements 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.
Phone: (920) 886-2724
Trevor is a Wealth Counselor with Schaper, Benz & Wise Family Wealth Counsel, a division of Schaper, Benz & Wise Investment Counsel, Inc. His job is to save time and hassle for his clients by focusing on estate issues, transfer and income taxes, gifting strategies, planning for significant financial events such as retirement, and assisting with day to day cash needs.
Trevor joined the firm in July of 2017. He previously worked as a Business Banking Officer at Bank First National in Appleton. Trevor earned his bachelor’s degrees (finance & accounting) and MBA from UW – Oshkosh. He is a licensed certified public accountant and serves on the board of directors for Youth Go.
Trevor lives in Neenah with his wife, Amy, and two pugs. He enjoys spending his free time boating on Little Lake Butte des Morts, golfing, snowboarding, and weightlifting.
Phone: (920) 886-2733
Karen joined Schaper, Benz & Wise in 2015 as an Administrative Assistant. Her primary role is supporting the daily functions of the Family Wealth Counsel division. Her organizational skills and attention to detail keep their projects on target.
She earned her B.A. in Accounting from the University of South Florida, Tampa. In 1991, Karen earned her CPA certification and started her career in public accounting before moving into the private sector. Prior to joining the Schaper, Benz & Wise team, Karen spent five years within the financial department of St. Mary Catholic Schools.
In her free time, Karen enjoys spending time with her family, taking walks with their dog, running, and playing cards. She is active within her community and particularly likes to volunteer for the Meals on Wheels program.
Phone: (920) 886-2731
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