Professional

Before Mark Schueller can speak intelligently about the services that might be appropriate for you and your family, he needs to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know Mark.

Mark has earned the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®) and Certified Public Accountant (CPA) designations.

Mark Schueller brings a special perspective to the uses of life insurance for business succession, executive benefits and estate analysis.

Mark was previously affilitated with a national accounting firm and served as a chief financial officer for a Milwaukee-based corporation.

Mark received his B.B.A. degree from the University of Wisconsin-Milwaukee.

He is a past president of the Milwaukee Chapter of the Chartered Life Underwriters, Estate Counselors Forum, Wisconsin Institute of Certified Public Accountants, National Association of Acocuntants and Association for Advanced Life Underwriting.

Throughout his career, Mark Schueller has received many awards, including:

  • Million Dollar Round Table Qualifying/Life Member (1984-2007)
  • National Quality Award (1980-1999, 2001-2002, 2006)
  • National Sales Achievement Award (1979-1990)

Mark is a Member of the Children´s Hospital Foundation and the Ozaukee Country Club Finance Committee.

Mark P Schueller, CPA, CLU®, ChFC®
Wealth Management Advisor


Tolan Schueller & Associates

 

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