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Staff

Mark Wise has assembled a team that is well versed in many financial services disciplines. Each team member focuses on their core competency and strives to provide an exceptional client experience. Our high level of expertise offers clients peace of mind in the handling of their financial affairs. Read on to learn how our team can serve you…

Kreigh J Foster Manager of Finance and Administration kreigh.foster@nmfn.com 317.819.2609 Kreigh joined Mark’s team in 2007. His responsibilities include creating and maintaining financial plans and managing the case preparation process for the office. He uses his keen analytical skills to evaluate products that will aid Mark’s clients in meeting their financial goals. More specifically, Kreigh offers assistance with: Personal Planning Analysis preparation Assisting with client product evaluations Strategy development and implementation Kreigh brings a strong talent for statistical reasoning and examination to Mark’s team. In addition to a Bachelor of Science degree in Accounting from Butler University, Kreigh holds the following industry licenses: Series 7 Series 63 Life & Health insurance On a personal note, Kreigh lives in Indianapolis with his wife Cassie, and dog Wrigley. Kreigh’s hobbies include golf, tennis, attending Chicago Cubs games, and spending time with family & friends.

Stephanie Moles Investment Assistant stephanie.moles@nmfn.com 317.818.2643

Rachel Bowen New Business Coordinator rachel.bowen@nmfn.com 317.269.7792 Rachel joined Mark’s team in 2010. She is responsible for facilitating insurance applications through the underwriting process. Rachel also handles customer service requests for insurance products as well as schedules review appointments. She uses her strong attention to detail to ensure that all requests are handled efficiently and quickly. More specifically, Rachel offers assistance with: Ø Insurance application processing Ø Underwriting support Ø Insurance account customer inquiries Rachel brings a talent for detail and organization to Mark’s team. In addition to a Bachelor of Science degree from Ball State University in Business Administration and Fashion Merchandising & Apparel, Rachel holds the following industry license: Ø Life & Health Insurance On a personal note, Rachel lives in Fishers with her husband Dave, and dog Phoebe. She enjoys reading historical fiction novels, yoga & jogging, and spending time with friends and family.

Virginia L Sherwood Financial Representative Assistant virginia.sherwood@nmfn.com 317. 818.2637 Ginny joined Mark’s team in 2004. She offers part time support to Mark and his team. Ginny uses her strong organizational skills and eye for detail to help manage client files and assist with general office administration. On a personal note, Ginny lives in Fishers with her dog Ajax. Her hobbies include baking and spending time with her daughters and two grandsons.

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Depending on the products and/or services being recommended or considered, refer to the appropriate disclosure brochure for important information on the Northwestern Mutual Wealth Management Company, its services, fees and conflicts of interest before investing or engaging in financial planning services. To obtain a copy of one or more of these brochures, contact your representative.

Wise Financial is a marketing name for Mark Edwin Wise and is not a broker-dealer, registered investment adviser, federal savings bank, subsidiary or other corporate affiliate of The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), including its subsidiaries and affiliates, nor is it a legal partnership or entity. Northwestern Mutual is the fleet name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), and its subsidiaries. Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm of Northwestern Mutual. Mark Edwin Wise is a Representative of Northwestern Mutual Wealth Management Company®, Milwaukee, WI (WMC), a wholly-owned company of NM and limited purpose federal savings bank. WMC is not a broker-dealer or insurance company. All WMC products and services are offered only by properly credentialed Representatives who operate from agency offices of WMC. Representative is an Insurance Agent of NM (life insurance, annuities and disability income insurance), and Northwestern Long Term Care Insurance Company (NLTC), a subsidiary of NM (long-term care insurance), and a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS), 111 Monument Cir # 3800 Chase Tower, Indianapolis, IN 46204-5175, 317-238-6500, a wholly-owned company of NM, registered investment adviser, broker-dealer and member FINRA (www.finra.org) and SIPC (www.sipc.org). Representative may also be an Investment Adviser Representative of NMIS. NM and the Northwestern Mutual - Indiana are not broker-dealers, registered investment advisers or federal savings banks. There may be instances when this agent represents insurance companies in addition to NM or its affiliates.

Investment products are not insured by the FDIC, are not deposits or other obligations of, or guaranteed by, NMWMC or its affiliates and are subject to investment risks, including possible loss of the principal amount invested.

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states.

Mark Edwin Wise is primarily licensed in Indiana and may be licensed in other states.