In the News
05.01.2018
Market Street Welcomes Morgan Kinkead

Market Street is excited to announce that Morgan Kinkead joined our team this week as a Client Service Associate!  We know she will take great care of our clients and we look forward to what she has to bring to the Market Street team!

11.21.2017
Jared and Jenna Defore Welcome Baby Boy!

Congratulations to Market Street Financial Planner Jared Defore and his wife Jenna on the birth of their second son, Eli Web Defore. Big brother Rex is so excited to welcome his new best friend into the world.

11.17.2017
Schwab IMPACT Conference in Chicago, IL

Kevin Ervin, Kyle Thompson, Patrick Roberts, and Drew Feutz are excited to begin implementing the latest financial planning research and strategies that they learned from attending the annual Schwab IMPACT conference at McCormick Place in Chicago on November 14-17.

Schwab's IMPACT conference is the industry's largest gathering of experts and forward-thinking financial advisors.   IMPACT gives financial advisors from across the nation opportunities to connect, learn from industry thought leading researchers, and hear from world-renowned keynote speakers. Some of the speakers of note this year at IMPACT included David Cameron (former Prime Minister of the United Kingdom), Michael Lewis (New York Times bestselling author of books such as The Undoing Project, Flash Boys, The Big Short, The Blind Side, and Moneyball), Theo Epstein (President of the Chicago Cubs), and Michael Kitces (industry thought leader and author of the Nerd’s Eye View blog).

We’re confident that the lessons learned from the conference will be helpful in adding more value to our clients’ financial success. Next time we talk, please feel free to ask us about our conference experience and what we learned from some of the speakers and educational sessions.

11.11.2017
Aaron and Cristy Williams Welcome a Baby Boy!

Congratulations to Market Street Financial Planner Aaron Williams and his wife Cristy on the birth of their son, Carson Paul Williams. Carson is their first child. We all wish the happy parents as much sleep as possible as they enjoy all these precious moments with their new bundle of joy!

06.05.2017
Market Street Welcomes Recent Graduate Alexis Miller

Alexis Miller has joined the Market Street team.

Alexis Miller has come on board as an Investment Analyst, supporting Market Street’s Investments, Operations, and Technology functions. A recent graduate of the Kelley School of Business Honors Program, she received the 2016 Excellence in Leadership award and the 2016 Organization of the Year award on behalf of Women in Business where she has served in leadership roles since 2014. Her past internships include Cook Medical in Bloomington, IN, and Valeo Financial Advisors and BKD CPAs & Advisors, both in Indianapolis.

We look forward to the support and contributions of Alexis is supporting our investment team and all of our financial planners.

02.02.2017
Market Street Wealth Management Advisor Drew Feutz Earns CERTIFIED FINANCIAL PLANNER™ (CFP®) Designation

Market Street Wealth Management Advisors is pleased to announce that Drew Feutz has completed the rigorous certification requirements that include the certification’s Education, Exam, Experience, and Ethics requirements to earn the designation of CERTIFIED FINANCIAL PLANNER (CFP®).

Licensed by the Certified Financial Planner Board of Standards, CFP® candidates must complete an advanced college-level course of study addressing financial planning subject areas, including insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning. In addition, candidates must pass the comprehensive CFP® certification examination and obtain at least three years of full-time financial planning-related experience. To maintain the designation, CFP®s must complete 30 hours of continuing education every two years.

Congratulations Drew!

12.08.2016
Market Street Wealth Management Advisor Aaron Williams Earns CERTIFIED FINANCIAL PLANNER™ (CFP®) Designation

Market Street Wealth Management Advisors is pleased to announce that Aaron Williams has completed the rigorous certification requirements that include the certification’s Education, Exam, Experience, and Ethics requirements to earn the designation of CERTIFIED FINANCIAL PLANNER (CFP®).

Licensed by the Certified Financial Planner Board of Standards, CFP® candidates must complete an advanced college-level course of study addressing financial planning subject areas, including insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning. In addition, candidates must pass the comprehensive CFP® certification examination and obtain at least three years of full-time financial planning-related experience. To maintain the designation, CFP®s must complete 30 hours of continuing education every two years.

Congratulations Aaron!

08.03.2016
Crawfordsville Ribbon Cutting Marks Opening of New Market Street Wealth Management Advisors Office

The Crawfordsville/Montgomery County Chamber of Commerce hosted a ribbon cutting for the new Market Street Wealth Management Advisors office in Crawfordsville. The event was followed by an open house catered by Maxine's On Green. All of us at Market Street are thrilled to open the doors to the new office and continue to serve the Crawfordsville community.

03.03.2016
Three Market Street Wealth Management Advisors Pass CERTIFIED FINANCIAL PLANNER™ (CFP®) Exam

Market Street Wealth Management Advisors is pleased to announce that Jared Defore, CPA, Kyle Thompson, CPA, and Drew Feutz have passed the CERTIFIED FINANCIAL PLANNER™ (CFP®) Examination. Jared and Kyle have completed the rigorous certification requirements that include the certification’s Education, Exam, Experience, and Ethics requirements to earn the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®). Drew is currently completing the Experience requirement and will become a CFP® in early 2017.

Licensed by the Certified Financial Planner Board of Standards, CFP® candidates must complete an advanced college-level course of study addressing financial planning subject areas, including insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning. In addition, candidates must pass the comprehensive CFP® certification examination and obtain at least three years of full-time financial planning-related experience. To maintain the designation, CFP®s must complete 30 hours of continuing education every two years.

01.01.2016
Jessica Bokhart, Kyle Thompson, and Tim Woodward Named Partner at Market Street Wealth Management Advisors

Market Street Wealth Management Advisors is pleased to announce the promotion of Jessica Bokhart, Kyle Thompson and Tim Woodward to Partner at the firm. All three promotions recognize the skills, talents, and character of these individuals, as well as their key roles in ensuring the continuity of the firm and our services to our valued clients in the future.

Jessica became the firm’s first employee when she was hired over 10 years ago following her graduation from Purdue University. In the past decade, she has significantly developed her financial planning knowledge and skills, and she has become our subject matter expert on a wide range of financial planning topics. Jessica has also played a key role in the career development of most of the firm’s younger professionals. Jessica has a Bachelor of Science in Financial Counseling & Planning from Purdue University and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.

Tim joined our firm in 2012 as he boldly set out on a career change into wealth management after a successful career as an engineer.  He quickly applied his skills to the financial world, and now heads up our investment team and overall operations for our firm. Tim also manages a growing number of client relationships. Tim has a Bachelor of Science in Mechanical Engineering from Purdue University and a Master of Business Administration (MBA) from the University of Michigan. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.

Kyle joined our team in 2015 after working with another wealth management firm. It was immediately apparent that he shared our dedication to our clients, as well as our overall philosophy to wealth management and professional ethics. Kyle brought with him numerous valued client relationships and has continued to support and expand the abilities of Market Street. Kyle has a Bachelor of Science in Accounting and Finance from Indiana University, and he is both a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and a Certified Public Accountant (CPA).