Our Values

Our Values Statement

Wise Financial Representatives

Mark E. Wise, CFP®, CLU®, ChFC®,
CASL ®, AEP ®, RICP ®

President & CEO

317-818-2654

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Jim Carey, MBA, CLTC, CFP®, RICP®, ChFC®, CASL ®

Associate Wealth Management Advisor

317-819-0570

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Mark A. Paul, CPA, CFP®, ChFC®

Associate Wealth Management Advisor

317-818-2637

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Wise Financial Team

Kara Wright, MBA, CFP®

Director of Operations

317-819-2609

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Stephanie Moles

Manager, Investment Operations

317-818-2643

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Steve Morlock

Investment Operations Associate

317-818-2647

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Nick Anno

Executive Assistant

317-489-9121

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Beth Osborne

Insurance Operations Associate

317-269-7793

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Mary Ulrich

Marketing and Client Services Associate

317-269-7792

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