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

Read Bio

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

Associate Wealth Management Advisor

Office 317-819-0570


jim.carey@nm.com

Read Bio

Team

Stephanie Moles

Investment Operations Manager

Office 317-818-2643


stephanie.moles@nm.com

Read Bio

Steve Morlock

Investment Operations Associate

Office 317-818-2647


steven.morlock@nm.com

Read Bio

Beth A Osborne

Insurance Operations Associate

Office 317-269-7792


elizabeth.a.osborne@nm.com

Read Bio

Mary Ulrich

Marketing and Client Service Associate

Office 317-269-7792


mary.ulrich@nm.com

Read Bio