WISE FINANCIAL - Key Persons
Job Titles:
- Associate Wealth Management Advisor
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.
Job Titles:
- Insurance Operations Manager
- Members
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.
Job Titles:
- Associate
- Associate Wealth Management Advisor
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.
Job Titles:
- Financial Representative Assistant
- Lead Advisor
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.
Job Titles:
- Executive Assistant
- Mark Wise 's Executive Assistant
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.
Job Titles:
- Client Service Representative
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. Client Service Representative jillian.simon@nm.com 317-854-8421 (317) 854-8421
Josh joined the Wise Financial team in October 2023 and was previously part of the Schwab Private Client group. As the Director of Operations, he collaborates with other leadership team members within the firm to organize, plan, and direct operations. 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 fiancé Andrea.
Job Titles:
- President and CEO of Wise Financial Is a Part of Northwestern Mutual 's Private Client Group
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.
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.
Job Titles:
- Investment Operations Associate
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.
Job Titles:
- Financial Planning Analyst
Tim joined the Wise Financial team in June of 2023. He has a passion for developing strong relationships, educating, and assisting people with their financial goals. He attended Saint Joseph's College where he majored in accounting and was a member of both the basketball and track & field teams. Prior to joining Wise Financial, Tim was previously a Community Reinvestment Act Officer in Louisville, KY. Prior to that, he was a basketball trainer in Carmel, IN.
Outside of work, Tim enjoys spending time with his wife, Morenci and their two children, including his 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.
Job Titles:
- Financial Planning Analyst