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 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 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.
Eddie joined the Wise Financial team in January 2019. Prior to entering the industry, Eddie spent 12 years playing professional basketball. As a professional athlete, Eddie recognizes and appreciates the amount of focus, hard work, and dedication required to achieve the highest level of success. This same approach has been applied to his current business and relationships. He began his financial advising career with Wells Fargo Advisors in 2014, and we are excited that he’s decided to bring his talents to our team.
You may recognize his face, as outside of the office, he is a Pre and Post Game Analyst for Fox Sports. His broadcast team covers the Indiana Pacers, for which he was also a player from the year 2004 to 2006. Playing basketball is what brought he and his family to Indianapolis, and lucky for us, they decided to put down roots. His wife Marisa and two children – son, Eddie IV and daughter, Kiara – enjoy outdoor activities, movies, sporting events and simply being together. Eddie is heavily involved in the community, participating in multiple initiatives including; The Independence Academy, The Arc of Indiana, Crown Mentoring Program, Indiana Father’s Coalition, Pacers Cares, Gleaners Food Bank, Kid’s Voice and All Out 4 Nap basketball camp, to name a few.
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 19 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, and they recently welcomed Miles, their smiling baby boy in February 2018.
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.
Jeremy is Financial Representative Assistant for Wise Financial. He recently graduated cum laude from Taylor University with a BS in Finance. Jeremy was Wise Financial’s very first intern, starting in the summer of 2018. He joined the planning team as a full-time employee in July 2019, where he reviews existing plans and helps construct new ones.
Outside of work, Jeremy is an avid golfer and enjoys attending sporting events. He passionately follows the Pacers, Colts, and Ohio State. Jeremy also enjoys helping out with the local PGA Junior League program at Woodwind Golf Club and Prairie View Golf Club.
Spencer joined Wise Financial as a Financial Representative Assistant in June of 2020. Spencer brings with him nearly four years of experience caring for clients’ needs as a Wealth Management Advisor. He graduated from Indiana Wesleyan University with a Bachelor’s degree in Business Management and Administration in 2014. After that, he served as an accountant for one year prior to joining Northwestern Mutual.
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.
Samantha joined Wise Financial in June of 2021 as an Investment Operations Associate. She has 10 years of experience in the industry. She has a degree in meteorology from Purdue University. She has FINRA Series 7, 63, 9/10 and 66 registrations, as well as her Life and Health Insurance licenses.
Outside of work, Samantha enjoys all things related to Broadway and theatre. She tries to make it out to New York City at least once a year but also loves checking out theaters locally. She also enjoys talking about the weather, traveling, going to concerts, reading, and spending time with her husband Dominic and her fluffy dog Cosette.
Andrew joined Wise Financial in December of 2021. As a member of the planning team, he 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.
Devin joined Wise Financial as the Director of Investment Operations in May of 2022. Before joining our team, Devin was a financial advisor with The ETF Store, a Kansas City-based investment firm and an active-duty Air Force veteran. Devin received his Master of Business Strategy from the University of Indianapolis in 2016.
Devin’s investing interests include asset allocation, investment risk management, options-based strategies, and alternative investments. He also has his FINRA Series 7 and 65 licenses and his Life & Health Insurance license.
Jill joined the Wise Financial Team in April 2022 as the Client Services Associate. She is a new resident of Indianapolis, recently moving from Bloomington, IN. Jill was a Tourism & Hospitality major at Indiana University. Jill 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.
Atticus joined the planning team at Wise Financial in January of 2023, where he constructs and reviews financial plans. Before he joined the team, he worked in commercial real estate as a financial analyst. He graduated from the Kelley School of Business at Indiana University in May of 2022 where he majored in finance with a focus on market and security analysis. He is currently licensed in Life and Health, as well as has his FINRA Series 7 licenses. Outside of the office, Atticus enjoys spending time outdoors and spending time with loved ones. As a long-time football player, staying active remains an integral part of his life. He enjoys running, golfing, and swimming when he can. Atticus is also participating in the CFA Program where he has completed Level I in February 2023.
Jill joined the Wise Financial Team in February 2023 as Mark Wise’s Executive Assistant. 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. After spending her entire professional career in the mortgage industry, she is excited to stay in the financial world and be part of the Wise Financial Team.
Sam joined Wise Financial in October of 2022 as an Associate Financial Representative where he is responsible for creating Financial plans, preparing for client meetings, and completing follow up tasks with clients and advisors alike. He graduated from Indiana University - Kelley School of Business with a B.S. in Finance/Financial Planning. During his time here, he took part in both the newly founded Wealth Management Workshop & the student chapter of the Financial Planning Association. After graduating, he earned his securities licenses while working at Charles Schwab as a Registered Broker & High Net Worth Representative. He is currently working to obtain further industry education.Outside of work he can either be found at the golf course or outside playing with his 3 year-old Black Lab, Rudy. An avid sports fan, Sam closely follows the Hoosiers, Bears, Formula 1 Racing, and Notre Dame Football.
Sharon Melendez thrives to make a positive impact in the world around her. She has over 25 years of experience growing various nonprofit organizations, corporations, and startups. Motivated by challenges, she strives to find solutions, influencing others to work together to produce results. She brings her unique approach to the team by encouraging others to think beyond the narrow circumstances of situations to develop structure and create new processes to improve organizational growth.
With Sharon’s innovative work style, commitment to ethical stewardship and growth-mindset, she is essential is leading the operations of Wise Financial. She has a bachelor’s degree in Behavioral Studies from The Master’s University and a master’s degree in Nonprofit Management from Regis University, which have been instrumental in her success at managing organizations.
When not working, you will find Sharon at home in her kitchen spending time with her family which includes her wonderful husband, Ed, six children and four beautiful grandchildren. She also takes pride in giving back to the community through her nonprofit, Illumination Station, which desires to bring back the excitement of learning again through the magic of music, animation, and storytelling.
Tim joined the Wise Financial team in June of 2023. He has a passion for developing strong relationships, also educating and assisting people with their financial goals. He attended Saint Joseph’s College where he majored in accounting, while a member of the basketball and track & field teams. He brings eleven years of experience for his clients’ needs, as he was previously a Community Reinvestment Act Officer is Louisville, KY and prior that that a Basketball Trainer in Carmel, IN.
Outside of work, Tim enjoys spending time with his wife, Morenci and their two children- son, Timothy Jr. and daughter, Marley. His personal interests are playing sports, watching movies, attending sporting events, traveling, investments, mentoring, volunteering, board games and coaching.