Highlights

  • Spring 2016

    Congratulations Danica!

    Congratulations Danica on receiving your Life and Health License. Congratulations on this great achievement!

  • Winter 2015

    Welcome Mark!

    Mark Paul recently joined the Wise Financial team. Welcome to the team!

  • Congratulations Mark!

    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!

  • Congratulations Jim!

    Jim recently achieved a new designation of a Chartered Financial Consultant (ChFC). Congratulations on this great achievement!

  • Fall 2015

    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!

  • Congratulations Jim!

    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!

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  • 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!

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  • Summer 2015

    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!

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  • Congratulations Thomas!

    Thomas recently passed his FINRA series 66 to be promoted to Associate Wealth Management Advisor. Congratulations on this great achievement!

  • Winter 2015

    Congratulations Mark!

    Mark recently was recognized by Northwestern Mutual for being the #1 Financial Representative for the state of Indiana. Congratulations Mark for a great 2014!

  • Congratulations Mark!

    Mark recently achieved a new designation of an Accredited Estate Planner (AEP). Congratulations on this great achievement!