Local news. A brighter tomorrow.← Company DirectoryMarket Street Wealth Management Advisors
Indianapolis, Indiana
Financial services firm with a location in Indianapolis.
Staff
Selected staff and leaders listed by the company. Checked Oct 26, 2026 · Next source review Nov 25, 2026.
- Jessica Bokhart, CFP®
- Partner, Senior Financial Planner
Company staff · Official source ↗ - Kyle Thompson, CFP®, CPA
- Partner, Senior Financial Planner, Chief Investment Officer
Company staff · Official source ↗ - Katie Fischer, CFP®
- Partner, Senior Financial Planner, Chief Compliance Officer
Company staff · Official source ↗ - Aaron Williams, CFP®
- Partner, Senior Financial Planner, Chief People Officer
Company staff · Official source ↗ - Patrick Roberts, CPA
- Managing Partner
Company staff · Official source ↗ - Austin Angel, CFP®, CDAA™
- Senior Financial Planner
Company staff · Official source ↗ - Adriane Kulczar, FPQP™
- Senior Paraplanner
Company staff · Official source ↗ - Tori Deleon
- Paraplanner
Company staff · Official source ↗ - Brittany Miller
- Paraplanner
Company staff · Official source ↗ - Latrisha Maxwell
- Paraplanner
Company staff · Official source ↗ - Doug O'Neill, FPQP™
- Senior Operations, Investment Analyst
Company staff · Official source ↗
Workforce
- Company-wide headcount
- Not yet publicly verified
- Indiana headcount
- Not yet publicly verified
Company-wide, Indiana, local and parent figures are shown separately. Reporting dates may be older than the date checked. Unavailable figures remain unverified.
Business information
- Industry
- Financial Services
- Indiana location
- Indianapolis
- Website
- mswma.com ↗