In the News
06.05.2017
Market Street Welcomes Recent Grads Alexis Miller and Collin Brinker

Alexis Miller and Collin Brinker have 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.

Collin Brinker will support our team as our newest Financial Planning Analyst. As the founding member and past president of the Financial Planning Association (FPA) Student Chapter at Purdue University, Collin is already a highly active member in the financial planning community. While still in school, he interned at Clippinger Financial Group in Evansville, IN, and at School Datebooks and Backhaul Direct. His experience and dedication to client service will be valuable in his work with the entire Market Street team and our clients.

We look forward to the support and contributions of these two dedicated financial services professionals.

04.15.2017
Tim and Tanya Woodward Welcome a Baby Boy!

Congratulations to Market Street Partner and Investment Manager Tim Woodward and his wife Tanya on the birth of their second child Christian Thomas Woodward. Big brother Conner is so excited to welcome his little brother and best friend into the world along with Mom and Dad.

02.13.2017
Katie and Phill Fischer Welcome a Baby Girl!

Congratulations to Market Street Senior Financial Planner Katie Fischer and her husband Phill on the birth of their daughter, Jamisyn Jo Fischer. Jamisyn is the couple’s first child. We all wish the happy parents as much sleep as possible in the coming months!

02.09.2017
Kyle and Jordan Thompson Welcome a Baby Boy!

Congratulations to Market Street Partner and Senior Financial Planner Kyle Thompson and his wife Jordan on the birth of Rhett Greyson Thompson. Rhett will join his big sister Reagan (now 3) in keeping Kyle and Jordan more than busy at home!

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

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).