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Meet the Team

The Wisely Advised team is here to support you at every stage of your financial journey. Take a moment to meet the advisors and team members who bring experience, insight, and a client-first mindset to everything we do.

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Tony Velasquez​

Founder & Managing Director

Born into a hard working blue collar family Tony realized at a very young age that if you want to succeed in life you have to work hard and plan for the future. Tony watched his parent’s raise a family of six on a construction workers salary.

 

At times it wasn’t easy but they always provided for the family. Watching first hand the sacrifices they made helped Tony learn important life lessons that have stuck with him ever since. .  

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Office: 219.214.1212

Direct: 630.214.1149

tony@wiselyadvised.com

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Maria Bushey

Director of Operations

Born and raised in Northwest Indiana, Maria began her academic journey at Indiana University Northwest, where she pursued a Bachelor’s degree in Business Administration and a Minor in Human Resources and Management.

 

In 2020, she proudly graduated, equipped with knowledge in the detailed workings of the business world. Her professional path led her to the mortgage industry, where she found her niche in the analytical department.  

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Office: 219.900.0110

Maria@wiselyadvised.com

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Ken Michaels

Investment Advisor

Ken began his Financial Planning & Investment Advisory career at Wisely Advised as an intern in 2021. During his two-year internship Ken learned firsthand what it takes to be a top performing advisor. Throughout his time with Wisely Advised Ken realized that by putting himself in his client’s shoes he was able to view their desired financial outcomes. Together Ken works hand in hand with his clients to understand each of their financial goals so that he can formulate a plan to help them achieve their desired outcomes.

 

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Office: 219.900.0053

Ken@wiselyadvised.com

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Let's Chat!

At Wisely Advised we want to make absolutely sure that you have the utmost confidence in our expertise. To establish a sense of comfort and trust, it is important that we have a chance to meet in person to not only discuss your financial goals, but also get to know each other on a personal basis.

 

Fill out the form with your contact information and we will be in contact with you shortly to set up some time to chat.

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We are a Financial Planning and Investment Advisory firm that goes beyond the numbers to deliver our clients a level of service, care, and advice that can’t be matched. We strive to discover what motivates each client to determine what they want to accomplish in their short and long-term goals. Then we work together to achieve those goals.

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10261 Calumet Ave

Suite 104

Dyer, IN 46311

219.214.1212

info@wiselyadvised.com

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