Meet Our Team

With over 54 years of combined experience, the professionals of The Schweppe Group offer you a comprehensive range of  skills and experience.
 

 

Martha R. Schweppe, CFP®, CIMA®
Managing Director - Investment Officer
 
Martha Rankin Schweppe obtained her CERTIFIED FINANCIAL PLANNER™ certification in 1983, and earned the CERTIFIED INVESTMENT MANAGEMENT ANALYST (CIMA®) designation in 2002 from the Investment Management Consultants Association, after completing the educational requirements held at the Wharton School of Business at the University of Pennsylvania. 
 
Martha began her investment planning career in 1979 with Bache Halsey Stuart and Shields, Inc., a predecessor firm of Prudential Securities - which later became Wachovia Securities - which is now Wells Fargo Advisors.  At Prudential Securities, she was selected to participate in that firm’s Director’s Council and the inaugural Financial Advisor Advisory Council – a small group that was formed to enhance communication between field operations and senior management. Martha is now a part of Wells Fargo Advisors Premier Advisors program which recognizes Financial Advisors for their high degree of professional achievement. 
 
A native of Concord, North Carolina, Martha is a cum laude graduate of Duke University. She is married to her college sweetheart, Bill, and they have two children, Sarah and Mac. When she is not working, you’ll find Martha gardening, hiking or learning to fly fish.


 

Bill R. Schweppe, Financial Consultant

A native of Shelby, North Carolina, Bill entered financial services in 1990 after a decade in the engineered plastics industry with PPG Industries and General Electric Corporation. Bill served as Commissioner on the Mecklenburg County Industrial Facilities and Pollution Control Financing Authority from 1992 until 1998. He chaired the Authority in 1997.

He holds a bachelor's degree in economics from Duke University and a master's degree in management from Central Michigan University. He is a Stephen Minister and Elder at First Presbyterian Church. He enjoys hiking, fly fishing and tennis. Bill and his daughter completed a triathlon this summer and are looking forward to their next one.


 

Heidi M. Wenzel, Senior Registered Client Associate, Officer

Heidi M. Wenzel is an integral member of The Schweppe Group. She is committed to knowing our clients and providing unparalleled customer service. Heidi’s experience in financial services began in 1998 working as an Operations Specialist at Prudential Securities. She is currently an Officer and Senior Registered Client Associate.

Heidi graduated from Wingate University witha  Bachelor of Liberal Studies with a minor in Business Administration. She obtained her Chartered Retirement Planning Counselor designation in 2001. She holds Series 7 and 66 securities registrations, Life & Health insurance license, as well as Long Term Care.


Away from the office, Heidi and her fiance, Chris, reside in the wonderful small town of Waxhaw, NC.