In the News
05.20.2019
Market Street Welcomes Summer 2019 Interns

Market Street is pleased to welcome Dylan Green of Franklin College and Andy Mersman of Indiana State University to the team for the summer of 2019! Dylan will be joining us as an Investment & Operations Intern and Andy will be a Financial Planning intern.

01.30.2019
Congratulations to Lisa Higgins on Her Upcoming Retirement

It's with mixed emotions that we share with you the news that Lisa will be retiring from Market Street, around March 31st. While we're happy for Lisa, we know that selfishly we'll miss her contributions to the Market Street team.

Lisa has been a tremendous asset during her seven years with the firm. Her positive attitude, dedication to accuracy, and adaptability have been appreciated, and will be missed, as will her event planning expertise.

Please join us in congratulating Lisa on her upcoming retirement! We'll soon be making plans to commemorate her service to the firm.

01.26.2019
Market Street Holiday Party

Market Street held our annual staff and significant others holiday party at Punch Bowl Social in downtown Indianapolis! Everyone had a great time and we're already looking forward to our next staff event!

01.23.2019
Aaron Williams Promoted to Senior Financial Planner

Market Street Wealth Management Advisors is pleased to announce the promotion of Aaron Williams to Senior Financial Planner. Aaron's promotion recognizes his skills, talents, and character as well as his key roles in ensuring that our clients receive the best service and advice possible.

12.28.2018
Jessica Bokhart & Kyle Thompson Increase Firm Ownership

Market Street is pleased to announce that Jessica and Kyle have increased their ownership positions in the firm! Jessica and Kyle have been key in Market Street's growth and vision for the future and both are now 20% owners.

11.09.2018
Market Street Moves Offices

Today marks Market Street officially being moved into our new office! Don't worry, it's just across the parking lot from our old office!

10.31.2018
Kevin Ervin, Kyle Thompson, and Patrick Roberts Attend Schwan IMPACT Conference

Further education and firm development are extremely important to Market Street which is why Kevin, Kyle, and Patrick attended the Schwab IMPACT Conference where they were able to learn from not only industry renowned speakers, but also distinguished speakers from around the world! IMPACT is one of the industry’s largest gathering of experts and forward-thinking advisors.

10.29.2018
Jared Defore Attends FPA Residency

Market Street encourages growth and continuous learning. In October, Jared Defore attended the Financial Planning Association’s prestigious training program for young professionals called FPA Residency. It’s a highly acclaimed, intensive, week-long, experiential-learning program designed to immerse newly or soon-to-be certified CFP® professionals in practicing the “art of financial planning.”

Led by a faculty of highly experienced and nationally known deans and mentors, program participants or residents spend their days role-playing and working through real-life financial planning scenarios. With the end goal of building the confidence and skills needed to create meaningful relationships with clients, residents gain a deep understanding of how to “do” financial planning, and more importantly, what it means to “be” a financial planner for their clients.

10.19.2018
Katie Fischer & Drew Feutz Attend NAPFA Fall Conference in Philadelphia

Market Street is committed to helping our team further their education and learn best practices to make sure that we provide the best service to our clients possible and conferences are a big part of that! Katie Fischer and Drew Feutz attended the NAPFA Fall Conference in Philadelphia where they were able to bring back great takeaways for the team.

10.02.2018
Drew Feutz Selected as Board Member of Young Professionals of Central Indiana (YPCI)

Drew Feutz has been selected as a YPCI Board member for 2019!

09.10.2018
Patrick Roberts & Alexis Miller Attend Orion Ascent National Conference

With our upcoming portfolio software change to Orion, Patrick and Alexis spent some time in sunny Miami Beach to learn best practices and how Market Street can utilize Orion to best serve our clients! Ascent is the only place where you can join 700+ professionals from some of the best, brightest, and most connected advisory firms to learn, train and build a deeper understanding of how Orion’s platform can fuel their business’ growth.

06.20.2018
Market Street Family Night with the Indianapolis Indians

Last night, Market Street employees and their families enjoyed a night at Victory Field for Family Night with the Indianapolis Indians!

06.13.2018
Katie Fischer Named Chief Compliance Officer

Market Street Wealth Management Advisors is pleased to announce that Katie Fischer will be taking on the role of Chief Compliance Officer. The firm’s CCO is a crucial role and we know that Katie will be a great fit for the position given her attention to detail and intellectual curiosity!

06.12.2018
Drew Feutz Selected as NAPFA Genesis Committee Social Media Coordinator

Financial Planner Drew Feutz has been selected to serve as the NAPFA Genesis Committee's Social Media Coordinator. The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. NAPFA Genesis is a peer-to-peer networking group within NAPFA designed to encourage professional growth and development among NAPFA members who are 33 years old and younger.

06.07.2018
Patrick and Shannon Roberts Welcome Baby Boy!

Congratulations to Market Street Senior Investment Analyst Patrick Roberts and his wife Shannon on the birth of their second son, Caleb Patrick Roberts. Ethan is also excited for his new role as Big Brother, and is happy to now have a new partner in crime!

05.21.2018
Jessica Bokhart Attens NAPFA Spring Conference

Jessica traveled to Phoenix to attend the NAPFA Spring Conference where she had the opportunity to learn from cutting-edge keynote speakers about how to shape the future of Market Street!

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.

05.15.2017
Market Street Welcomes Our New Intern: Austin Angel

Market Street Wealth Management Advisors is pleased to welcome Austin Angel as our new Financial Planning intern. Austin will support the Market Street team in financial planning, investment management, and retirement plan consulting, as well as work on a variety of special projects in preparation for a full-time career in financial planning.

Heading into his final year at Indiana State University, Austin is a Financial Services and Finance Networks Financial Institute Scholar and a proud member of the honors program. He is also active in the Financial Planning Association (FPA). He comes to us following an internship at Hilliard Lyons in Terre Haute, IN. Austin plans to study for the CERTIFIED FINANCIAL PLANNER™ (CFP®) exam following graduation.

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 and Kyle Thompson Named Partner at Market Street Wealth Management Advisors

Market Street Wealth Management Advisors is pleased to announce the promotion of Jessica Bokhart and Kyle Thompson to Partner at the firm. Both promotions recognize the skills, talents, and character of these two 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.

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).

10.27.2015
Market Street Welcomes Aaron Williams

Market Street Wealth Management Advisors is pleased to announce that Aaron Williams has joined the firm as a Financial Planning Analyst.

Another member of our close-knit team of financial professionals, Aaron comes to Market Street from a local wealth management firm where he worked previously with Kyle Thompson and Patrick Roberts. Aaron is a graduate of Franklin College and will be working most closely with Jessica Bokhart to support her client relationships.

10.13.2015
Market Street Welcomes Patrick Roberts, CPA

Market Street Wealth Management Advisors is pleased to announce that Patrick Roberts, CPA, has joined the firm as an Investment & Operations Analyst.

Patrick is well known to our team, having worked in this capacity with Kyle Thompson for seven years at a wealth management firm in the Indianapolis area. With Patrick’s support, Tim Woodward will now be able to increase his focus on investment strategy/policy and firm-wide operations.

05.22.2015
Market Street Welcomes Drew Feutz and Kyle Thompson, CPA

Drew Feutz and Kyle Thompson have joined the Market Street team.

Drew Feutz has come on board as a Financial Planning Analyst focused on the gathering, organizing, and statistical modeling of client data into a comprehensive financial plan. We were thrilled to hire Drew on a permanent basis after his internship with us last summer and part-time employment during his final semester at Indiana State University. Drew is a Networks Scholar and graduated with a 3.93 GPA with a major in Financial Planning and Investments.

Kyle Thompson has joined our team as a Senior Financial Planner. Kyle is a Certified Public Accountant (CPA) and graduate of Indiana University’s Kelley School of Business, with high distinction. After spending the early years of his career in the “Big 4” public accounting field, he migrated his career into financial planning and investment management and spent seven years with another wealth management firm before joining Market Street earlier this month.

We look forward to their contributions and their help to deliver outstanding service to every client.