Mark has been with Northwestern Mutual since 1999, and is one of the most distinguished wealth management
advisors in the country. At age 29, he became the youngest person to obtain Northwestern Mutual’s
rarified FORUM and Most Valuable Producer honors; he’s been a member of the industry’s
exclusive Million Dollar Round Table “Top of the Table” club for 11 consecutive years;
and he’s regularly requested by his peers to speak about leadership and his success at
industry events nationwide.
He has a beautiful wife, Abby, and three children — two sons, Caleb and Grant; and a daughter,
Eden — who are involved in sports and a variety of school activities. Mark and his family
enjoy traveling and participating in community events and charitable causes. Mark currently serves
on the boards of the Fellowship of Christian Athletes (FCA), Financial Representatives Association
(FRA), Tocqueville Council for United Way, Cornerstone Council for Central Indiana Community
Foundation (CICF), and was previously board chair for Timmy Global Health for six years, among
other organizations. He coaches the Westfield Basketball Academy’s 4th Grade Green team.
Jim is an Associate Wealth Management Advisor with over 7years of experience in the industry prior
to joining our team. He is responsible for all development and implementation of financial planning
proposals, meeting with clients and answering any questions regarding financial planning. Jim
has a Bachelor's Degree in Chemical Engineering from Purdue University and a Master's
in Business Administration with a finance focus from Indiana University. He is licensed in Life
and Health, Variable Annuity, and FINRA Series 6, 7, 63 and 66.
Outside of work, Jim enjoys spending his time with his wife Stacy and their 4 children in their historic
Irvington neighborhood. Jim is active in the community and at his children's school, Our
Lady of Lourdes. He sits on the finance commission and chairs a long range strategic planning
committee. He also serves on the school's Cub Scout committee, acts as the unit's popcorn
kernel, and chairs the school's men's club.
Mark is an Associate Wealth Management Advisor at Wise Financial and works with clients on the development,
implementation, and monitoring of their comprehensive financial plans. He is passionate about
working with people to improve their financial security and has a particular interest in strategies
to address risk management and to maximize retirement income.
Mark joined the Wise Financial team in January 2016 after working four years in the financial services
industry with two large mutual life insurance companies. Mark has more than 20 years of experience
in public accounting and previously served as both controller and CFO for several Indianapolis
With a Bachelor’s degree in Accounting from the Kelley School of Business at Indiana University
Bloomington, Mark has earned the titles of Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant®. In addition, Mark is licensed in Life, Health,
and Long Term Care Insurance and is FINRA Series 7, 6, and 63 registered.
Outside of work, Mark and Cara, his wife of 22 years, like to travel and attend Broadway musicals
with their college-age daughters Maggie and Meredith. Mark has served in leadership positions
on many not-for-profit boards in his 27-year career and currently is active with Actors Theatre
of Indiana and The Jeff Zaniker Foundation for the Arts.
Stephanie is our Investment Operations Manager and has over 18 years of experience. She is responsible
for all aspects of investments – from opening, processing, reviewing, rebalancing, implementing,
and the development of investment proposals – and is the resident go-to for investment-related
questions. Stephanie has a Bachelor's Degree in Communications from Ball State University,
she’s licensed in Life and Health, and she is FINRA Series 7 and 63 certified.
Outside of work, she enjoys traveling, scuba diving, and staying busy with her children’s sports
& school activities. She and her husband Heith have a son named Dylan, a daughter named Kaycie,
and a couple of “fur babies” – pup Harley and kitten Oreo.
Kara is our Director of Operations, and she is responsible for office workflow, compliance, information
technology, human resources, and team development. She joined the Wise Financial team in April
of 2017, and has over 15 years of experience in the financial services industry, in which she
has held a variety of roles in finance, operations, and client services. Kara has a Bachelor’s
Degree in Finance from Indiana University Fort Wayne, a Masters of Business Administration in
Leadership from Butler University, and is a CERTIFIED FINANCIAL PLANNER PROFESSIONAL™.
In addition, Kara is licensed in Life and Health, Variable Annuity, and FINRA Series 7 and 63.
Outside of work, Kara enjoys spending time with her husband, Brian, and their two daughters, Morgan
and Audrey. She enjoys ZUMBA, reading, and cheering on the Indianapolis Colts. Kara also volunteers
her time as a team manager for Destination Imagination, a project-based learning program that
uses the creative process to teach students the skills that they need to succeed.
Steve is an Investment Operations Associate. He joined Wise Financial in June 2017. He is responsible
for all aspects of investments from opening, processing, reviewing, rebalancing, implementation
and development of investment proposals, and any investment questions. He has 18 years of industry
experience and over 6 years of experience in a similar role, primarily with JPMorgan Chase. He
has a degree in Economics from Bradley University. He has FINRA Series 6, 63, 66, and 7 licenses,
as well as his Life & Health Insurance license. Outside of work, he enjoys reading and coaching
his rec league softball team. He and his wife Beth have a daughter, Kyla, and are expecting their
second child in February 2018.
Nick is an administrative assistant with over five years’ experience in the relationship management
industry. He joined Wise Financial in August 2017. He’s responsible for coordinating and
scheduling client appointments and facilitating new client opportunities. He attended IUPUI with
a focus on writing and cinema studies from Indiana University.
Nick spends his free time with his fiancée Mary and their Boston Terrier puppy Albert, for
whom they founded a local meetup group that coordinates an annual October fundraiser. He manages
an online film production company, is an amateur photographer, and is pursuing a lifestyle furniture
startup that designs pieces of furniture made exclusively from recycled or organic materials.
He’s also an NBA junkie, an unapologetic LeBron James fan, and an advocate of advanced
metrics in sports analytics.
Beth is our Insurance Operations Associate. She joined the Wise Financial team in June of 2017, and
she brings with her over 3 years of experience in the industry in a similar role. She is responsible
for all new business processing for insurance. She is extremely helpful, and she will be your
guide throughout the entire underwriting process, from start to finish. She can also help you
with any changes you wish to make to your current policies and handle questions about your insurance
billing and payments. Beth has a Bachelor’s Degree in Public Relations and Marketing from
Ball State University. She is also licensed in Life and Health insurance. Outside of work, Beth
enjoys spending time with her husband Jeff and their three kids, Parker, Mackenzie and Logan.
She thoroughly enjoys working with the Wise Financial team and is proud of the integrity and
sincerity of all members of the team.
Mary joined the Wise Financial team in August of 2017 after graduating with a Bachelor of Science
in Marketing from the Romain College of Business at the University of Southern Indiana in Evansville.
Before moving to Indianapolis, she worked as an Associate Financial Representative for several
Financial Representatives in the Evansville Branch Office of Northwestern Mutual for about a
Not only is she the smiling face you will see as soon as you step into our office, but she also deals
with all of our marketing efforts. This includes but is not limited to working with the Northwestern
Mutual Marketing team to organize our rebranding process, managing client engagement tasks, and
coordinating the event schedule for the firm, along with which comes the task of planning our
Annual Client Appreciation Party. Mary is also licensed in Life and Health. Outside of work,
Mary enjoys working out and traveling back to Evansville to visit her family and her boyfriend,
Evan. She was a Charter Member of the Delta Eta chapter of Sigma Sigma Sigma, and she is still
an active Alum who is passionate about their national philanthropy, March of Dimes.
8415 Allison Pointe Blvd Suite 220 Indianapolis, IN46250
Depending on the products and/or services being recommended or considered, refer to the appropriate disclosure brochure for important information on the Northwestern Mutual Wealth Management Company, its services, fees and conflicts of interest before investing. To obtain a copy of one or more of these brochures, contact your representative.
Mark Wise uses Wise Financial as a marketing name for doing business as representative of Northwestern Mutual. Wise Financial is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Mark E. Wise is a Representative of Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI (fiduciary and fee-based financial planning services), a subsidiary of NM and federal savings bank. All NMWMC products and services are offered only by properly credentialed Representatives who operate from agency offices of NMWMC. Representative is an Insurance Agent of NM and Northwestern Long Term Care Insurance Company, Milwaukee, WI, (long-term care insurance) a subsidiary of NM, and a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS) (securities), a subsidiary of NM, registered investment adviser, broker-dealer and member FINRA (www.finra.org) and SIPC (www.sipc.org). Representative may also be an Investment Advisor Representative of NMIS.
The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states.
Mark Wise is primarily licensed in Indiana and may be licensed in other states.
CA License: #0I21813
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
**The Chartered Advisor for Senior Living (CASL®) designation is conferred by The American College of Financial Services.