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Mark Wittleder, CFP®, CWS®, MBASenior Wealth Advisor18 years of service

Mark Wittleder, CFP®, CWS®, MBA
Senior Wealth Advisor
18 years of service

Mark joined Windsor in 2023 as a Senior Wealth Advisor. He has over 18 years of service and assists Bob Kaspar, Managing Principal of Windsor Wealth Management, with his client responsibilities. He is also a member of Windsor’s Investment Policy Committee.

Mark earned his Certified Financial Planner (“CFP”) designation in 2010 and his Certified Wealth Strategist (CWS) designation in 2020. A graduate of Indian Wesleyan University, Mark earned a Master of Business Administration from Butler University. Most recently, he served east coast high net worth clients as a Wealth Advisor with Charles Schwab Wealth Advisory. In that role Mark delivered comprehensive wealth management service and portfolio advice to clients aligning to their objectives and adapting their strategies with life changes.

Mark lives in Fishers, IN with his wife Rosie and their three children. He is a member of the Greater Indiana chapter of the Financial Planning Association.