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. He is a member of the Financial Planning Association, which is a prestigious organization for CERTIFIED FINANCIAL
PLANNER™ professionals, educators, financial services providers, and students who seek advancement in a growing,
dynamic profession. Mark is regularly requested by his peers to speak about leadership and his success at industry events
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 7 years 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 area companies.
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.
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 year.
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.
Aaron is an Associate Wealth Management Advisor at Wise Financial and is responsible for the design, implementation, and
monitoring of client's comprehensive financial plans. He is passionate about working with people in all areas of their
lives and being a resource for them as they seek to find financial security.
Aaron started his career in the financial services industry in 2010 as an intern with Northwestern Mutual out of the office
in Champaign, Il. He as a Bachelor's degree in Business Administration with an emphasis in Finance from Bemidji State
University. In 2012 Aaron was awarded a full tuition scholarship Southern Illinois University School of Law, and subsequently
graduated with a J.D., M.B.A. and distinguished as a law honors scholar in 2015. Aaron resumed his career in financial
services with Merrill Lynch shortly after passing the Washington State Bar Exam and joined Wise Financial in January,
Outside of work Aaron enjoys working out, reading, and spending time with his family. Before moving to Indiana, Aaron coached
youth hockey and hopes to become involved with a local team for the 2018-2019 season.