© Copyright 2015 2012-13 Market Street Wealth Management. All rights reserved. Kevin Holt, Jeff Leppert, Mark Meloro, Charles Meloro, Matt Eichert, Matt Dodge, Troy Vogt, and Andy Thrift are Registered Representatives of and securities are offered through USA Financial Securities. 6020 E Fulton St. Ada, MI 49301. Member FINRA/SIPC.( www.finra.org ) A Registered Investment Advisor. Kevin Holt, Jeff Leppert, Mark Meloro, Charles Meloro, Matt Eichert, Matt Dodge, Troy Vogt, and Andy Thrift are Investment Advisor Representatives of Market Street Wealth Management. A Registered Investment Advisor. Market Street Financial Group, Market Street Wealth Management, Market Street Tax Services, and Market Street Insurance Services are not affiliated with USA Financial Securities. Investment Advisor Representatives & Registered Representatives at Market Street Wealth Management are authorized to transact securities related business and investment advisory services only in states where they are properly registered. For investment products and services these states include:Kevin Holt: AZ, CA, DE, FL, MD, NC, NJ, PA, VA, TX Andy Thrift: PA, Matt Eichert: CO, DE, FL, MD, NJ, NY, PA, Matt Dodge: NC, PA Jeff Leppert: AZ, CO, DE, FL, MD, NC, NJ, OH, PA, VA, TX Charles Meloro: DE, NJ, PA, Mark Meloro: DE, FL, NC, NJ, PA, VA, Troy Vogt: PA,. For investment advisory services these states include, depending on each individual representatives registration: PA, NJ. Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation. Plan First. Invest Second™ is a registered trademark of USA Financial. You can check the background of any of our financial professionals on FINRA’s BrokerCheck.
Katie Duffy joined Market Street Wealth Management in August 2014. Since joining Market Street Katie has played a pivotal role in the day to day workings of our firm. Katie is the first person you will see when visiting our office, and answers each call in an effort to quickly and conveniently help the clients of Market Street Wealth Management. Katie also plays a large role in Market Street Wealth Management’s informational seminars by coordinating and planning these events. Katie is a 2013 graduate of West Chester University, with a Bachelor’s degree in Psychology. When Katie is not in the office, you can find her traveling to her hometown, Altoona Pennsylvania visiting family and friends.