Jim Ludwick founded MSFP in late 2002. His desire to was to enable his clients to make good financial decisions by providing objective advice and recommendations without conflicts of interest. He expanded the practice as former clients and friends in Southern California requested help during frequent visits to his former hometown of Santa Barbara where his mother, children and grandchildren reside.

Bio - Jim Ludwick
Biography, Jim Ludwick

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Anna Sergunina joined the firm in July 2006. She has now completed all requirements to sit for the two day CERTIFIED FINANCIAL PLANNER exam. Anna is beginning a focus on divorce and college planning within our practice. She frequently is the primary analyst of client investments and routinely recognizes problem situations.