Our Team

Our Values

Wise Financial - Our Values Statement
 

Representatives

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

President & CEO

Office 317-818-2654

mark.wise@nm.com

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James M Carey , MBA, CLTC, CFP®, RICP®, CASL®

Associate Wealth Management Advisor

Office 317-819-0570

jim.carey@nm.com

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Team

Stephanie Moles

Investment Operations Manager

Office 317-818-2643

stephanie.moles@nm.com

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Steve Morlock

Investment Operations Associate

Office 317-818-2647

steven.morlock@nm.com

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Nick Anno

Executive Assistant

Office 317-489-9121

nick.anno@nm.com

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Beth A Osborne

Insurance Operations Associate

Office 317-269-7792

elizabeth.a.osborne@nm.com

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Mary Ulrich

Marketing and Client Service Associate

Office 317-269-7792

mary.ulrich@nm.com

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Aaron Olson

Associate Wealth Management Advisor

Office 317-269-7792

aaron.b.olson@nm.com

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