🎉 Help us congratulate Sam, a member of the Wise Financial Planning Team, for achieving the Certified Financial Planner (CFP®) designation through the CFP Board.
🎙️ Mark took the stage today in front of a packed room of Northwestern Mutual advisors at Matt Heckmann's Yoda Training Kick-Off Event in Charleston, South Carolina!
🏆@Forbes and @shookresearch teamed up to rank the best professionals in the insurance industry on their third annual list of America's Top Financial Security Professionals. #WiseFinancial is proud to make the list!
https://t.co/RKca8YiWSf
Wise Financial took the stage at the @NM_Financial Annual Meeting in Milwaukee this week! Mark and the team were honored to be recognized as a Top 20 Insurance Premium Credit Leader and as a Top 10 5-Star Pathfinder!⠀
🎉 We are excited to welcome Timothy Powell to the #WiseFinancial Team! Tim will be learning from the best in the business on his journey to becoming a Financial Advisor!
🎉Northwestern Mutual - Indiana was recognized as a Top Workplace for the 10th year by @indystar ! As a Northwestern Mutual Private Client Group, #WiseFinancial is proud to be backed by a strong company that makes a huge impact in the community daily.
🎙️Don't miss this week's episode of the Leave Your Legacy Podcast, which features #WiseFinancial's very own CEO, Mark Wise!
Watch/Listen at: https://t.co/Zr8jdIJjLC
📸 It was dress to impress at Zoobilation this past weekend! #WiseFinancial was the proud Photo Booth sponsor at the event!⠀
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This event helps fund the care of the Zoo’s nearly 1,400 animals and 48,000 plants as well as its global conservation efforts.⠀
⛳️ Last week, #wisefinancial participated in the Annual Drive for a Cure Golf Outing! Proud to play a small part in raising $167,000 in ONE day for childhood cancer research!
👋 Help us welcome our Summer Intern, Grant! Grant is a Junior at @IUBloomington studying Finance & Accounting. We are excited to have him and hope his experience at #WiseFinancial is valuable.
🏁 Happy June! As we close out May, we can't help but reminisce on one of the highlights of the month! Attending The Greatest Spectacle in Racing is always memorable. Congratulations to Josef Newgarden for taking home the win! #WiseFinancial#PlanyourLegacy