Annual Meeting 2018
Mark, Jim, Beth, Aaron, and Mary take on Milwaukee for the 2018 Annual Meeting! Here, over 15,000 Northwestern Mutual employees including home office, advisors, and support staff spent the week learning about new NM technology, hearing meaningful success stories, and listening to powerful speakers such as Magic Johnson and Mick Ebeling. It feels great to be a part of such an amazing company!
Alex Lemonade Stand 2018
Wise Financial entered two teams into the Alex Lemonade Stand Golf Outing again this year. Mark is pictured below with one of them, along with Wise Financial Intern, Jeremy Ray and two of our amazing clients. The outing this year was able to raise $110,000 for the ALSF Foundation, which funds medical research, public awareness and education, and travel for pediatric cancer patients and their families. So proud to be able to contribute to this great cause!
Reserve Deputy of the Year Award
Wise Financial was the official Award Sponsor for the Reserve Deputy of the Year award at the 50th Annual Marion County Fire, Police, and Deputy Sheriff’s Community Recognition Luncheon! Mary was chosen to be part of a number of sponsor representatives who interviewed each of the nominees and selected the award recipients for each category. She is pictured presenting the Reserve Deputy of the Year award to the very deserving recipient, Deputy Jason Lee.
2018 PMCH Gala
Mark and Mary represent Wise Financial at the 2018 Peyton Manning Children’s Hospital Gala. A few of our clients were also able to attend as guests of Wise Financial, and Mark and Abby were even able to take a picture with Peyton Manning, himself!
Strike Out Cancer!
Northwestern Mutual Indianapolis is a proud sponsor of the first annual Strike Out Cancer event. This was a bowling event hosted by Wise Financial client and former Colts Super Bowl Champion, Ryan Diem and his wife, Julie, and Mary was fortunate enough to be a part of the planning committee. It was for the benefit of pediatric cancer research and development at Peyton Manning Children’s Hospital at St. Vincent. The event was a huge success, and Ryan and Julie were able to raise over $77,000 for the kids!!
Mark is accepted into the Financial Planning Association (FPA). This is a prestigious organization for CERTIFIED FINANCIAL PLANNER™ professionals, educators, financial services providers, and students who seek advancement in a growing, dynamic profession. Congratulations Mark!
Northwestern Mutual recognizes Mark and the team as Top 10 in the Region and Top 3 in the Financial Security Award category at this year’s Central Regional Award Ceremony.
Wise Financial would like to extend a warm welcome to our new team member, Aaron Olson! Aaron will be joining the Planning Team as an Associate Wealth Management Advisor.
Mark achieves a new designation and is now a CERTIFIED FINANCIAL PLANNER™ (CFP®). Congratulations on this monumental achievement!
Client Appreciation Party
Mark and Abby graciously host their 6th Annual End of Summer Client Appreciation Party! Special thanks to all of our vendors, we couldn’t have done it without you. Also extremely thankful to everyone who was able to attend. We hope you had fun, and we look forward to seeing you all again next year!
Welcome Nick and Mary!
Wise Financial welcomes two more team members this month! Nick Anno joined the team as the new Executive Assistant to Mark Wise, and Mary Ulrich will be our new Marketing and Client Services Associate. Welcome to the Wise Financial Team!
Welcome Steve and Beth!
Wise Financial would like to welcome two new team members! Steve Morlock joined our Investment Operations team, and Beth Osborne joined our Insurance Operations team. Welcome both of you!
Mark Paul recently joined the Wise Financial team. Welcome to the team!
Mark recently was recognized by Northwestern Mutual for being the #1 Financial Representative for the Central Region. Congratulations Mark for a great 2015! Mark also recently achieved a new designation of an Retirement Income Certified Professional (RICP®). Congratulations on this great achievement!
Jim recently achieved a new designation of a Chartered Financial Consultant (ChFC). Congratulations on this great achievement!
Junior Achievement's 'Best and Brightest'
Mark was recognized as one of Junior Achievement's 'Indy's Best & Brightest' finalist for 2015. Congratulations on this great recognition!
Jim Carey recently achieved a new designation of a Retirement Income Certified Professional (RICP). Congratulations on this great achievement!
Wise Financial 'End of Summer Party'
We were so happy to have another successful ‘End of Summer’ party this year. Thank you to all of those who were able to attend and we look forward to seeing everyone again next year!
The Main Event
Wise Financial was a proud supporter of this year’s Big Brothers Big Sister’s ‘Main Event’. Mark and Jim were both able to attend and meet the ‘Main Event’ speaker, Brad Stevens!
Alex Lemonade Stand Golf Tournament
Wise Financial was a proud supporter of this year’s Alex Lemonade Stand Golf Tournament. We had a great time and thank everyone for their support of another successful event!
Thomas recently passed his FINRA series 66 to be promoted to Associate Wealth Management Advisor. Congratulations on this great achievement!
Mark recently was recognized by Northwestern Mutual for being the #1 Financial Representative for the state of Indiana. Congratulations Mark for a great 2014!
Mark recently achieved a new designation of an Accredited Estate Planner (AEP). Congratulations on this great achievement!