Forbes Top Financial Security Professionals
Forbes and SHOOK Research teamed up to rank the best professionals in the industry on their third annual list of America's Top Financial Security Professionals. Mark Wise of Wise Financial is proud to be recognized as one of the Top 100 financial security professionals from all across the country!
Dinner of Champions
Wise Financial and Montgomery Companies teamed up to host the Dinner of Champions in Las Vegas during NBA Summer League. It was a memorable night of connecting, collaborating, building relationships, and discussing “What’s Next in Basketball” both on and off the court.
We are excited to welcome Lead Advisor in Training, Timothy Powell, to Wise Financial! Timothy attended Saint Joseph’s College where he majored in accounting, while a member of the basketball and track & field teams. With a passion of helping, educating, and assisting people with their financial goals, he is a perfect addition to the team.
Drive For A Cure
Wise Financial was honored to participate in the Annual Drive for a Cure Golf Outing again this year! Mark, Jim, Jeremy and a group of clients hit the greens for a great cause. This year’s event raised $167,000 for childhood cancer research!
We are proud to welcome our Summer Intern, Grant Lipps! Grant is a Junior at Indiana University, studying Finance & Accounting. We are excited to have him and hope his experience at Wise Financial is valuable.
Drive for a Cure!
Mark, Jeremy, and a few clients and friends at this year’s Drive for a Cure! This year, we were able to raise over $150,000! We look forward to this Northwestern Mutual – Indiana event every year, and its success is just another reminder why we’re “Better Together”! Thank you to everyone who donated and showed their support for this event.
Mark and a few friends had a wonderful time at the 2021 Zoobilation "Bayou Bash". Zoobilation is a fun-filled fundraiser benefitting the Indianapolis Zoo, as well as animal conservation efforts. A great event for a great cause!
Strike Out Cancer!
Even though we couldn’t be in person this year, we wanted to “keep the ball rolling” for Strike Out Cancer 2021. In partnership with Ryan and Julie Diem and Northwestern Mutual – Indiana, we were able to raise over $72,000 during our virtual “Week of Giving”! We appreciate of all of our donors, sponsors and supporters. Your generosity will make a difference in the lives of pediatric cancer patients at Peyton Manning Children's Hospital.
2021 Northwestern Mutual Community Service Award
Mark was recognized by Northwestern Mutual as a 2021 Community Service Award winner. He was able to present Peyton Manning Children’s Hospital with a grant of $20,000, which will give pediatric cancer patients access to new testing, treatments and medications that are not covered by insurance. About his win Mark says “I’m grateful to have the opportunity to work alongside so many inspirational people and continue to support such a great cause!” Congratulations, Mark!
Wise Financial is pleased to announce that Mark Wise has been named to the 2020 edition of the Financial Times 400 Top Financial Advisers. The list recognizes top financial advisers at national, independent, regional and bank broker-dealers from across the U.S. Congratulations on this great achievement, Mark!
Super Bowl Tailgate
Wheels up! Mark and Eddie headed down to Miami, Florida for this year’s Super Bowl LIV. Wise Financial teamed up with Bullseye Event Group to host a massive Player’s Tailgate boasting 30+ active NFL players and celebrity host, Sage Steele. It’s no wonder this Players Tailgate is rated the #1 pre-game party on Super Bowl Sunday!
The third annual Strike Out Cancer event, hosted by Ryan and Julie Diem, was a raging success! We’re excited to announce that we surpassed our goal and raised $120,000 towards pediatric cancer research at Peyton Manning Children’s Hospital! We are honored to be title sponsor of such a great cause. We can’t wait to start planning for 2021!
Wise Financial is teaming up with Bullseye Event Group to be brand ambassador of all Bullseye Events in 2020. Events include VIP experiences at the Colts VIP Tailgate, the Saints VIP Tailgate, the Lions VIP Tailgate, 2020 Players Tailgate at Super Bowl 54 in Miami, Gate 6 Hospitality at The Masters and more. “After over four years of vetting many different financial and money managers, Bullseye is comfortable and proud to announce Mark Wise and Wise Financial, a Northwestern Mutual company, as our financial partner,” said Kyle Kinnett, CEO of Bullseye. “Our main objective is to bridge the gap for our athletes and financial security.”
Welcome Sara Gouty!
Wise Financial would like to make a warm welcome to our newest Client Services Associate, Sara Gouty! Sara joins us from Danville, Illinois and we’re excited to have her on the team. Welcome Sara!
Wise Financial would like to welcome our newest member of the planning team, Nick Estey! We’re excited to see the planning team grow, and we think Nick will be a great addition. Welcome to the team!
Top Work Places!
Northwestern Mutual Indiana once again makes the list of Indy’s Top Workplaces for 2019! We are so blessed to be a part of such a fantastic organization!
Welcome Back Jeremy!
This month, we added a new team member to our planning team! Jeremy Ray began his career with us last summer as Wise Financial’s very first intern. We couldn’t be happier to have him back as a full-time employee!
Drive for a Cure!
Mark and Eddie were able to take 2 teams out to Northwestern Mutual Indiana’s golf outing benefitting Alex’s Lemonade Stand. This was year 7 for this golf outing, and we hit a major milestone, breaking over ONE MILLION dollars in the last 7 years!
Team members Mark, Eddie, and Frank entertain a group of clients at this year’s Zoobilation event. Zoobilation is a fun-filled fundraiser benefitting the Indianapolis Zoo, as well as animal conservation efforts.
Mark was offered the opportunity to go to the Masters with several other members of the Northwestern Mutual team. What an incredible experience!
Mark and his two boys won a trip to New York and got to visit and hang out on the set of the March Madness Bracket Lounge with local celebrity, Anthony Calhoun, as well as Ernie Johnson Jr., Kenny Smith, and Charles Barkley.
Winner Winner Rec Dinner!
At the 2018 Northwestern Mutual Indiana Recognition Dinner, our very own Mark Wise was named the Financial Advisor of the Year for his accomplishments in both the investment and insurance arena for the year 2018. Congratulations Mark! We’re proud of you!
Strike Out Cancer!
Year two of Strike Out Cancer came with a lofty goal. After raising over $78,000 in year one, we decided to set our sights on triple digits. We are so very proud to say that the 2019 event was able to successfully raise $107,000 for pediatric cancer research at Peyton Manning Children’s Hospital! We loved working with Ryan and Julie Diem as well as the Northwestern Mutual Indiana staff to. Looking forward to next year!
The start of a new year also brought with it a new team member! We were lucky enough to add former professional basketball player and Pacers pre and post-game analyst Eddie Gill to our team as our new Lead Advisor!
We’re dreaming of a WISE Christmas… Our staff was able to gather at The District Tap to celebrate the holiday season together with gifts, food, and a little friendly competition. Happy holidays from our team to yours!
Wise Financial gets a facelift as we kick off our rebranding process with the finalization of our NEW LOGO!! Big thanks to RightHand for all of their patience and hard work on this project, and hats off to the marketing team for their tireless efforts in seeing this project through.
Welcome Frank & Julia!
Wise Financial welcomes two new team members to join our world-class staff. Frank Parker will be stepping into our Director of Operations role, and we are excited to welcome Julia Pohlman as Mark’s new Executive Assistant! We are thrilled to see where these new additions can take us!
Mark attends the Family First Luncheon and listens to All Pro Dad spokesman, Tony Dungy as he discusses what the All Pro Dad Indianapolis chapter has in store for the city. Mark and Wise Financial client, Scott Elliott were invited to a private reception following the luncheon, and they were both able to snap a photo with Tony Dungy.
Client Appreciation Party
Wise Financial hosts its 7th Annual Client Appreciation Party! Construction at the Wise residence hindered the ability for Mark and Abby to host at their house this year, but Bridgewater Club made for a nice substitution. Clients, friends, and Wise Financial staff enjoyed a pleasant evening of food and fun, and as always, Blue was a huge hit with the kids!
PMCH Check Presentation
Mark and Dave Kiecker present a $78,645 check to Peyton Manning himself during the RTV6 Telethon. These are the proceeds from Strike Out Cancer, an event that we were able to sponsor in February benefitting Peyton Manning Children’s Hospital at St. Vincent.
Annual Meeting 2018
Mark, Jim, Beth, Aaron, and Mary take on Milwaukee for the 2018 Annual Meeting! Here, over 15,000 Northwestern Mutual employees including home office, advisors, and support staff spent the week learning about new NM technology, hearing meaningful success stories, and listening to powerful speakers such as Magic Johnson and Mick Ebeling. It feels great to be a part of such an amazing company!
Alex Lemonade Stand 2018
Wise Financial entered two teams into the Alex Lemonade Stand Golf Outing again this year. Mark is pictured below with one of them, along with Wise Financial Intern, Jeremy Ray and two of our amazing clients. The outing this year was able to raise $110,000 for the ALSF Foundation, which funds medical research, public awareness and education, and travel for pediatric cancer patients and their families. So proud to be able to contribute to this great cause!
Reserve Deputy of the Year Award
Wise Financial was the official Award Sponsor for the Reserve Deputy of the Year award at the 50th Annual Marion County Fire, Police, and Deputy Sheriff’s Community Recognition Luncheon! Mary was chosen to be part of a number of sponsor representatives who interviewed each of the nominees and selected the award recipients for each category. She is pictured presenting the Reserve Deputy of the Year award to the very deserving recipient, Deputy Jason Lee.
2018 PMCH Gala
Mark and Mary represent Wise Financial at the 2018 Peyton Manning Children’s Hospital Gala. A few of our clients were also able to attend as guests of Wise Financial, and Mark and Abby were even able to take a picture with Peyton Manning, himself!
Strike Out Cancer!
Northwestern Mutual Indianapolis is a proud sponsor of the first annual Strike Out Cancer event. This was a bowling event hosted by Wise Financial client and former Colts Super Bowl Champion, Ryan Diem and his wife, Julie, and Mary was fortunate enough to be a part of the planning committee. It was for the benefit of pediatric cancer research and development at Peyton Manning Children’s Hospital at St. Vincent. The event was a huge success, and Ryan and Julie were able to raise over $77,000 for the kids!!
Mark is accepted into the Financial Planning Association (FPA). This is a prestigious organization for CERTIFIED FINANCIAL PLANNER™ professionals, educators, financial services providers, and students who seek advancement in a growing, dynamic profession. Congratulations Mark!
Northwestern Mutual recognizes Mark and the team as Top 10 in the Region and Top 3 in the Financial Security Award category at this year’s Central Regional Award Ceremony.
Wise Financial would like to extend a warm welcome to our new team member, Aaron Olson! Aaron will be joining the Planning Team as an Associate Wealth Management Advisor.
Mark achieves a new designation and is now a CERTIFIED FINANCIAL PLANNER™ (CFP®). Congratulations on this monumental achievement!
Client Appreciation Party
Mark and Abby graciously host their 6th Annual End of Summer Client Appreciation Party! Special thanks to all of our vendors, we couldn’t have done it without you. Also extremely thankful to everyone who was able to attend. We hope you had fun, and we look forward to seeing you all again next year!
Wise Financial welcomes one more team member this month! Mary Ulrich will be our new Marketing and Client Services Associate. Welcome to the Wise Financial Team!
Welcome Steve and Beth!
Wise Financial would like to welcome two new team members! Steve Morlock joined our Investment Operations team, and Beth Osborne joined our Insurance Operations team. Welcome both of you!
Mark Paul recently joined the Wise Financial team. Welcome to the team!
Mark recently was recognized by Northwestern Mutual for being the #1 Financial Representative for the Central Region. Congratulations Mark for a great 2015! Mark also recently achieved a new designation of an Retirement Income Certified Professional (RICP®). Congratulations on this great achievement!
Jim recently achieved a new designation of a Chartered Financial Consultant (ChFC). Congratulations on this great achievement!
Junior Achievement's 'Best and Brightest'
Mark was recognized as one of Junior Achievement's 'Indy's Best & Brightest' finalist for 2015. Congratulations on this great recognition!
Jim Carey recently achieved a new designation of a Retirement Income Certified Professional (RICP). Congratulations on this great achievement!
Wise Financial 'End of Summer Party'
We were so happy to have another successful ‘End of Summer’ party this year. Thank you to all of those who were able to attend and we look forward to seeing everyone again next year!
The Main Event
Wise Financial was a proud supporter of this year’s Big Brothers Big Sister’s ‘Main Event’. Mark and Jim were both able to attend and meet the ‘Main Event’ speaker, Brad Stevens!
Alex Lemonade Stand Golf Tournament
Wise Financial was a proud supporter of this year’s Alex Lemonade Stand Golf Tournament. We had a great time and thank everyone for their support of another successful event!
Thomas recently passed his FINRA series 66 to be promoted to Associate Wealth Management Advisor. Congratulations on this great achievement!
Mark recently was recognized by Northwestern Mutual for being the #1 Financial Representative for the state of Indiana. Congratulations Mark for a great 2014!
Mark recently achieved a new designation of an Accredited Estate Planner (AEP). Congratulations on this great achievement!