Our Team
At Attleboro Wealth Management, our mission is simple: Deliver a quality process, do what is best for the client, and always, always look to improve. Our professional team is dedicated to fulfilling each client’s needs, with an added focus on tax-efficient or tax-free distribution strategies. Learn more about the faces behind our friendly, personalized service.

Mark Byelich, CFP®, AIF®
Principal
Mark is the founder and owner of Attleboro Wealth Management. Mark is the youngest of his 12 brothers and sisters and learned the values of hard work…

Emily Wheeler
Senior Financial Planning Associate
Emily Wheeler is a Senior Financial Planning Associate at Attleboro Wealth Management. She helps handle all stages of the insurance and…

Scott Bettin, CFA®
Investment Committee Member
Scott brings 40 years of investment management experience to the Cornerstone Portfolio Research team. Scott has a BS in Business Administration and an MBA from the University of South Dakota….

Thomas L. Balis, CFA®
Investment Committee Member
Thomas L. Balis founded Cornerstone Portfolio Research in 2020. With 20+ years of experience in the investment and financial services industry, investment management is truly his passion. Helping advisors…

Heather Schrieber, RICP®, NSSA®
Social Security Strategist
Heather is a leading expert in navigating the complex issues regarding Social Security and brings her expertise to the team at Attleboro Wealth Management and their clients.
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