Jim Ludwick founded MSFP in late 2002. His desire 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 children and grandchildren reside.

Bio - Jim Ludwick
Biography, Jim Ludwick

Anna Sergunina joined the firm in July 2006. She is a CERTIFIED FINANCIAL PLANNER^TM professional. Anna is our specialist in college planning and is studying for her designation as a Chartered Federal Employee Benefits Consultant. She frequently is the primary analyst of client investments and routinely recognizes problem situations. Anna is the treasurer of the Rotaract Club of Annapolis, an affiliate of Rotary International.