Primary Responsibilities:
*Provide investment product information and answer questions
*Supply account values
*Execute security trades
*Customer service requests related to investment products and accounts
*Assist Mark in the development of Investment Policy Statements
*Maintains and monitors Mark’s investment advisory book of business

Katie is a graduate of IndianaUniversity and holds a Bachelor of Science degree in psychology.  She joined Mark’s team as an Associate Financial Representative in 2003 and currently manages the operations of his investment practice as well as provides customer service to his new and existing investment clients.  Katie has earned her securities licenses.

Katie lives in Fishers with her husband Brandon and dog Bella and enjoys running and photography.

Primary Responsibilities:
*Assists in servicing life, disability and long term care clients
*Personal needs/planning analyses

*Case preparation
*IT support

Chris Snyder is a graduate of Ball State University with a Bachelor of Humanities degree. Chris processes new business and prepares personal needs analyses for Mark Wise’s clients. Chris also serves as the computer support specialist for Mark’s team and has been with Mark’s team for more than five years.

Chris just bought his first house on the Northwest side of Indianapolis and resides there with his cat named Scout and kitten named Luna. He enjoys playing basketball, working out, building and troubleshooting computers, and is an avid auto-crosser.

Primary Responsibilities:
*Case Preparation
*General office and client management
*Preparation of Personal Needs Analysis
*Updating client information (including address and phone number)

Kreigh Foster is currently working towards a degree in accounting from Butler University.  Kreigh assists Mark and his team in case preparation and client management. Kreigh resides in Indianapolis the majority of the year, but calls Fowler, Indiana home.  When he is not working, in class, or studying, Kreigh enjoys playing basketball, going to Chicago Cubs games, and spending time with friends.

Ginny Sherwood has been an assistant to Mark and his team for more than four years and provides excellent support in managing client files and keeping the office well organized.

Ginny lives in Fishers with her dog Ajax and enjoys spending time with her daughters and two grandsons and enjoys baking.

Primary Responsibilities:
*Client Communications via marketing plan
*Develop Client loyalty program and appreciation events
*Assist with Mark's charitable events
*Assists with networking and building client relationships
*Assists other team members as necessary

LeeAnn is a graduate from Butler University with a Bachelors degree in Radio and TV with a minor in Journalism. LeeAnn joined Mark's team in January 2009 as his Director of Marketing and Client Services.

LeeAnn resides in Carmel and enjoys spending time with her son and daughter, attending and watching sporting events and volunteering with different organizations.