Highlights

April 2020

Congratulations Mark!

Financial Times Top 400 logo

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!

January 2020

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!

Community engagment photo
Community engagment photo
January 2020

Crushing Goals

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!

Community engagment photo
Community engagment photo
January 2020

Partnering Up!

Bullseye Event Group logo

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.”

December 2019

Welcome Sara Gouty!

Sara Gouty photo

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!

Sept 2019

Welcome Nick!

Nicholas Estey photo

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!

July 2019

Top Work Places!

Top Work Places 2019 logo

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!

July 2019

Welcome Back Jeremy!

Jeremy Ray photo

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!

June 2019

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!

Check presentation photo
Check presentation photo
June 2019

Zoobilation!

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.

Formal group photo
April 2019

Masters!

Mark was offered the opportunity to go to the Masters with several other members of the Northwestern Mutual team. What an incredible experience!

Masters photo
March 2019

March Madness!

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.

Road to the Final Four photo
Road to the Final Four photo
February 2019

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!

Mark Wise 2018 Financial Advisor of the Year
Group photo
January 2019

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!

Wise Financial team members at Strike Out Cancer
Wise Financial team members at Strike Out Cancer

Welcome Eddie!

Eddie Gill photo

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!

December 2018

Season’s Greetings!

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 Christmas gathering

NEW LOGO!

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.

Wise Financial primary logo
Wise Financial blue logo
November 2018

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!

Frank Parker photo
Julia Pohlman photo
October 2018

Family First!

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.

Mark with Tony Dungy
Scott with Tony Dungy
September 2018

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!

End of Summer Client Appreciation Party - Mark Wise and Family photo
August 2018

PMCH Check Presentation

Mark and David Kiecker presenting check to Peyton Manning

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.

July 2018

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!

Wise Financial at Northwestern Mutual's 2018 Annual Meeting

Alex Lemonade Stand 2018

Wise Financial and Alex's Lemonade Stand

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!

May 2018

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.

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 photo
March 2018

2018 PMCH Gala

2018 Peyton Manning Children’s Hospital Gala photo

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!

February 2018

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!!

Wise Financial - Strike Out Cancer event photo
Mark and Abby - Strike Out Cancer event photo

Congratulations, Mark!

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!

January 2018

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.

Mark and the team earn Top 10 in the Region and Top 3 FSA at 2018 Central Regional Award Ceremony photo

Welcome Aaron!

Aaron Olson photo

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.

December 2017

Congratulations Mark!

Mark achieves a new designation and is now a CERTIFIED FINANCIAL PLANNER (CFP®). Congratulations on this monumental achievement!

Mark earns CERTIFIED FINANCIAL PLANNER designation photo
September 2017

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!

End of Summer Client Appreciation Party - Mark Wise and Family photo
End of Summer Client Appreciation Party - Blue photo
August 2017

Welcome Mary!

Mary Ulrich photo

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!

June 2017

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!

Steve Morlock photo
Beth Osborne photo
Winter 2015

Welcome Mark!

Mark Paul recently joined the Wise Financial team. Welcome to the team!

Congratulations Mark!

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!

Congratulations Jim!

Jim recently achieved a new designation of a Chartered Financial Consultant (ChFC). Congratulations on this great achievement!

Fall 2015

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!

Congratulations Jim!

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'

2015 End of Summer photo

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!

Big Brothers Big Sister Main Event photo
Summer 2015

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!

2015 Alex Lemonade Stand Golf Tournament photo
2015 Alex Lemonade Stand Golf Tournament photo

Congratulations Thomas!

Thomas recently passed his FINRA series 66 to be promoted to Associate Wealth Management Advisor. Congratulations on this great achievement!

Winter 2014

Congratulations Mark!

Mark recently was recognized by Northwestern Mutual for being the #1 Financial Representative for the state of Indiana. Congratulations Mark for a great 2014!

Congratulations Mark!

Mark recently achieved a new designation of an Accredited Estate Planner (AEP). Congratulations on this great achievement!