Our Values

Mark, President and CEO of Wise Financial is a part of Northwestern Mutual’s Private Client Group 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 was recently featured as one of Financial Times’ “Top 400 Financial Advisors” in 2020. Currently, he serves as President of the Northwestern Mutual Financial Representatives Association (FRA) Board. He’s been a member of the industry’s exclusive Million Dollar Round Table "Top of the Table" Club for 15 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 nationwide.

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. He is currently spending some of his free time attending as many games as possible. Mark and his family enjoy traveling and participating in community events and charitable causes. Mark has served on the boards of the Fellowship of Christian Athletes (FCA), Financial Representatives Association (FRA), Cornerstone Council for Central Indiana Community Foundation (CICF), and was previously board chair for Timmy Global Health for six years, among other organizations.  He continues to be committed to supporting Northwestern Mutual’s initiative to help end childhood cancer.

Jim serves as both Private Wealth Advisor and the Director of Growth at Wise Financial, combining his extensive industry experience with a strategic leadership role. With numerous years in wealth management, his deep knowledge and experience enable him to navigate some of the firm's most complex planning cases, ensuring clients receive nuanced and effective financial strategies. 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 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.

As a Private Wealth Advisor at Wise Financial, Jeremy excels in providing expert guidance and comprehensive financial planning services to his clients. Jeremy's approach involves understanding each client's unique financial goals and creating personalized strategies to achieve those objectives. His expertise spans a wide range of financial planning areas, including investment management, retirement planning, estate planning, tax strategies, and risk management.

Jeremy’s commitment to his clients goes beyond conventional financial advice. He focuses on delivering tailored solutions that address immediate needs while also planning for long-term financial stability and growth. Jeremy joined Wise Financial upon graduating with his B.S. in Finance from Taylor University. At Taylor, Jeremy played on the golf team where he had great successes competing at the national level.

Jeremy also sits on the board of the Westfield Education Foundation where he actively participates in the boards efforts to expand the reach of the foundation to the Westfield community, teachers, and students. Outside of work Jeremy is an avid golfer and enjoys going being active outdoors. In addition, Jeremy will be getting married to his fiancé, Katie, in May of 2025.

As a Private Wealth Advisor at Wise Financial, Spencer is dedicated to addressing his clients' unique financial needs with customized wealth management solutions. Spencer takes a holistic approach to financial planning, considering all elements of a client's financial picture. He works diligently to understand their goals, whether it’s growing wealth, securing retirement, funding education, or leaving a legacy, and executing those goals through regular reviews and proactive adjustments to their financial plans.

Spencer’s in-depth knowledge of market trends and financial products also enables him to offer insights that align with his clients' evolving life stages and economic conditions. Beyond his technical expertise, Spencer is committed to building lasting relationships based on trust and integrity. He graduated from Indiana Wesleyan University with a Bachelor’s degree in Business Management and Administration and joined Wise Financial after a successful career as an independent advisor.

Outside of work, Spencer enjoys staying active, playing sports, and working out. He is also an avid reader and regards travel as his greatest passion, having been to over 20 countries so far. He was born and raised in Jackson, Michigan and is a huge Wolverine fan.

Chad joined Wise Financial as an Associate Wealth Management Advisor, bringing nearly 30 years of financial services experience to the team and to care for our clients. Over his career, Chad has served in a variety of sales, service, and operational leadership roles prior to joining Northwestern Mutual. He graduated from Valparaiso University with a Bachelor’s degree in Business Administration and Management in 1995 and is licensed in Life and Health, Variable Annuity, and FINRA Series 7, 26, and 63.

Outside of work, Chad enjoys spending time with his wife (Kim) and their 2 children (Casey and Kaitlyn). In addition, he loves animals, loves to play golf, loves boating, and is proud to have grown up in the great city of Casey, IL.

Zack joined the Wise Financial team in August 2024 following a decorated career in wealth management, most recently with JP Morgan and Morgan Stanley. With more than two decades of excellence in investments and financial planning for institutional families and high-net worth families, Zack is proud to be able to consistently service and understand his clients' needs, delivering the highest level of strategic guidance.

As the Director of Operations at Wise Financial, Josh plays a pivotal role in driving the firm's operational excellence. Josh is responsible for organizing, planning, and directing the firm's operations and workflow processes to ensure efficiency and effectiveness. Collaborating closely with other members of the leadership team, his role extends to helping drive and execute the overall strategic vision of Wise Financial. He previously was part of the Schwab Private Client group, bringing valuable experience to his current position.

Josh graduated from Taylor University with a B.S. in Mathematics, where he ran cross country & track and was the 2020 NAIA National Champion in the 3000 meter race. Outside of work Josh enjoys board games, stays active running and playing sand volleyball, along with spending time with his wife Andrea.

Jill joined the team as Mark Wise’s Executive Assistant. Her organizational skills and proactive approach ensure that all executive functions run smoothly and efficiently, while also coordinating marketing efforts and events for Wise Financial. Jill was born and raised in Indianapolis and is a proud graduate of Ball State University where she earned a degree in Marketing. Following graduation, she spent six years on the east coast before moving back to her hometown in 2020.

David is the Director of Planning at Wise Financial where he oversees our Financial Planning Team. The planning team develops strategies for risk management, estate planning, alternative investments and creates the financial plan to bring all of these together in a comprehensive plan tailored to each client we serve. David has a bachelor’s degree in finance from Northern Arizona University and has been in financial services for over 15 years with experience as a financial advisor, team leader and various operations roles.

Outside of work, David enjoys spending time with his Wife and Son going on outdoor adventures such as hiking, camping and off roading and is an avid mechanic having grown up working on cars in his Father’s auto repair shop.

Andrew has extensive experience with complex planning work, and as a member of the planning team, reviews existing financial plans and helps construct new ones. Previously, Andrew worked in both energy and utilities law and sales. He attended DePauw University (cum laude) and most recently, the Indiana University McKinney School of Law. He is licensed in Life and Health and FINRA Series 7 and 63.

Outside of work, Andrew enjoys spending time with his wife, Amandeep. As a former college athlete, he loves staying active by running, golfing, and participating in high-performance driving event track days. Andrew is also an avid sports fan who passionately follows the Colts, Hoosiers, Formula 1 racing, and Notre Dame. Andrew also enjoys volunteering in the community in his spare time.

Part of the planning role in the Financial Planning Associate role, Tim is dedicated to developing strong relationships, educating clients, and assisting them in achieving their financial goals through the financial planning process. He brings years of experience in caring for his clients, most recently 4 years as a Bank Community Reinvestment Act Officer in Louisville, KY. Prior to that, Tim spent 7 years as a basketball trainer in Carmel, IN. A native of Indianapolis, IN, Tim is a former student-athlete, having participated in the men’s basketball and track & field teams, and an Accounting major at Saint Joseph’s College.

Tim’s interests include coaching, sports, movies, traveling, mentoring, volunteering, and most importantly spending time with his beautiful wife Morenci and their three children Timothy Jr and Marley.

As a Financial Planning Associate at Wise Financial, Neil leverages his finance degree from the IU Kelley School of Business and his Series 7, 66, and Life/Health Insurance licenses to provide comprehensive financial planning services. With valuable experience as a banker with Chase and a Financial Advisor with Westpoint Financial, Neil excels in creating customized financial strategies. He enjoys the analytical challenge of financial planning, viewing each plan as a complex puzzle to be thoughtfully pieced together, ensuring that each client's unique goals and needs are met with precision and care.

Originally from Fishers, Indiana, Neil is a die-hard fan of Notre Dame, the Colts, and the Pacers. He still resides in Fishers with his lovely wife, Mallory, and their two young children, Brooke and Mac, who keep him energized and balanced outside of work.

As a Financial Planning Associate at Wise Financial, Brian’s educational and professional experiences equip him with excellent analytical and communication skills essential for providing tailored financial strategies. He finds it a privilege to walk alongside clients pursuing goals on their financial journey. Brian holds two Master's degrees from Calvin Seminary and has five years of teaching experience in Vienna, Austria. Outside of work, Brian has a passion for nature and the outdoors. He enjoys loves visiting and exploring both state and national parks.

Jack joined the Wise Financial team as a Financial Planning Associate and enjoys the analytical challenge of financial planning, viewing each case as a problem that requires careful consideration and strategic thinking. He is passionate about developing high-quality knowledge in retirement planning and optimizing the use of financial resources. Jack finds great satisfaction in knowing that his work helps clients achieve their financial goals and improve their overall financial well-being.

Outside of his professional role, Jack dedicates his free time to coaching youth soccer through North Central High School and Indy Phoenix FC. In addition to his passion for soccer, Jack enjoys fitness and has a hobby of drawing animals. Being a military child, he has lived in diverse environments such as Wiesbaden, Germany, and El Paso, Texas.

As a Financial Planning Associate at Wise Financial, Gavin brings a strong analytical foundation to the planning team, assisting in the development and execution of comprehensive financial plans tailored to clients' unique needs. His academic background equips him with the latest insights and methodologies in finance and business analytics, assisting in analyzing financial situations and formulating effective strategies. Gavin is currently pursuing a major in Finance and Business Analytics at Ohio University, where he is expected to graduate in May 2026

Outside of his professional and academic commitments, Gavin is an avid golfer who enjoys playing frequently when the weather is nice. He also enjoys working out and watching sports, which reflect his active and enthusiastic approach.

Steve joined Wise Financial as an Investment Operations Associate. 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 20+ years of industry experience and over 7 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 named Kyla as well as a son, Miles.

As an Investment Operations Associate at Wise Financial, Emily brings a diverse background and expertise to her role. Emily transitioned to finance and investments through Fidelity, where she acquired her SIE, Series 7, Series 63, and Life/Health Insurance licenses. Her ability to navigate the complexities of investment operations ensures smooth transactions and efficient support for clients' financial needs. Emily studied Biology at Indiana University Purdue University Indianapolis and has over 6 years of professional experience in the mortgage industry, specializing in escrow, title, and closing operations.

Originally from Indiana, Emily recently moved back to the Indianapolis area from Fort Worth, Texas. Outside of work, she enjoys going to concerts, traveling, exploring various hobbies, and spending time with her family. An avid restaurant-goer and foodie, Emily is always ready to share recommendations for the best dining spots.

As an Investment Operations Associate at Wise Financial, Mitch’s prior experience includes working as a Financial Services Representative at Charles Schwab and an Operations Specialist at Edward Jones, where he developed a keen understanding of financial instruments and market operations. He is dedicated to maintaining operational efficiency and supporting the firm’s overall investment strategy, ensuring that client needs are met with precision and care. Mitch graduated magna cum laude from Saint Louis University in May 2022 with a BA in Sociology

Outside of work, Mitch enjoys playing and walking with his dog, Gunner, spending time with his girlfriend, Kelsey, and playing video games. An avid sports fan, Mitch grew up in St. Louis and is a big fan of the Blues and Cardinals.

Ike brings a robust background in brokerage services and client relations to his role as an Investment Operations Associate at Wise Financial. He previously worked as a licensed broker at Charles Schwab, placing trades and assisted clients with all aspects of their investment accounts. Ike handles money movement, account creation and maintenance, and account transfers and rollovers, as well as a variety of other tasks. Ike holds FINRA SIE, Series 7, and Series 63 licenses, as well as Indiana Health & Life Insurance license, and earned his bachelor’s degree in Family Science from Utah Valley University.

Outside of work, Ike enjoys cooking, staying active, and spending time with his wife, Makara, and their two cats.

Beth is an Insurance Operations Associate with our team and has over 10 years of experience in the insurance industry. She is responsible for all new business processing for insurance. She is extremely knowledgeable and 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.

As an Operations Associate at Wise Financial, Meghan has a diverse skillset and educational background that supports both the Investment and Insurance Operations Teams. She is a graduate of Purdue University with a degree in Hospitality and Tourism Management, complemented by a Minor in General Management and a Concentration in Sales and Marketing. Meghan is currently furthering her expertise by obtaining her Life and Health License. Her dedication to continuous learning and professional development ensures she provides high-quality support in operational processes and client service.

Outside of work, Meghan enjoys spending time with her family, being on the golf course, and cheering for Purdue basketball.

As a Client Service Associate for Wise Financial, Jill assists in managing client requests and account maintenance. She plays a crucial role in ensuring a seamless client experience by promptly addressing inquiries and providing exceptional service. Jill is a new resident of Indianapolis, recently moving from Bloomington, IN. She was a Tourism & Hospitality major at Indiana University and brings over 5 years of experience in customer service and hospitality.

Outside of work, Jill enjoys spending time with family and friends and getting to know her new home in Indianapolis. She has one rather spoiled cat, Winston. She’s an avid reader and podcast listener, and, after finally caving into some pressure from her father, has begun listening to classic rock.