Katie Reh joined Market Street Wealth Management in January 2010. Since joining Market Street, she has played a pivot role in the growth of the firm. She started as the front desk administrator, but quickly realized that she enjoyed the client interaction and organizational side of the business. Katie went on to become the Operations Director of the firm, maintaining efficiency and communication among the team to ensure a great client experience. Currently, Katie serves as Compliance Associate, managing the compliance monitoring process and reviewing regulatory requirements.
Katie graduated from Millersville University of Pennsylvania with a Bachelor’s degree in Psychology. She currently resides in Oxford with her husband and two young children. When Katie is not in the office, she enjoys horseback riding, spending time outdoors, trips to the beach, and baking.
© 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, Andy Thrift, Aaron Stern and Richard Elias 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, Andy Thrift, Aaron Stern and Richard Elias 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: MD, NC, NJ, PA Andy Thrift: DE, FL, PA, MD, NC, NH, NJ Matt Eichert: CO, DE, FL, MD, NJ, NY, PA, Matt Dodge: NC, PA Jeff Leppert: AZ, CO, DC, DE, MD, NC, NJ, OH, PA, VA Charles Meloro: DE, NJ, PA, Mark Meloro: DE, FL, NC, NJ, PA, VA, Troy Vogt: DE, MD, NJ, PA, TN. 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.