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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address: 

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

David Wise CFP®, CLU, ChFC, MSFS

CERTIFIED FINANCIAL PLANNER ™ Practitioner

336-294-1811 x 105

336-294-1211

Cofounder, Market Street Wealth Management Group LLC

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Cofounder, Market Street Wealth Management Group, LLC

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Vicki Schmidt

Clients Services/Event Coordinator

336-294-1811 x110

336-294-1211

Vicki is driven by knowing and serving our clients and their families. Vicki provides personal and professional attention with a commitment to excellence. She enjoys working closely with clients to...

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Mike Prescott

Office Manager/Technology Director

336-294-1811 x111

336-294-1211

As Office Manager and Technology Director, Mike’s natural skill set is perfectly matched to what makes Market Street Wealth’s Service so exceptional: his high level of accuracy and attention to detail.

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Michelle Myers

Associate Wealth Advisor

(336) 294-1811 x 118

As Associate Wealth Advisor, Michelle is eager to listen to our client’s needs and help them pursue their goals and dreams. She truly cares about people and wants to help them in any way possible. Although she has many...

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