Your Team

Our core values

Duty

Fiduciary to our clients. Accountable to our teammates.

Impact

We work hard to make a difference in our clients’ lives.

Teamwork

We achieve excellence when we work together. We serve clients as a team.

Growth

For the business and for ourselves as individuals.

Flexibility

For our employees and to serve our clients when they need us.

Meet your Team

We’re here to help you create & implement specific strategies

ADVISORS

Jim Ludwick
Jim Ludwick
Chief Troublemaker

Jim founded MainStreet Financial Planning in the fall of 2002.

Anna Sergunina
Anna Sergunina
Chief Everything Officer

Anna found her mission in life to serve others via financial planning.

Liz Gillette
Financial Planning Aficionado

Liz has a passion for changing lives through financial planning and education!

PARAPLANNERS

Kathryn Watkins
Kathryn Watkins
Sr. VP of Miscellaneous

Kathy joined the team as a paraplanner in 2013.

Yvonne Scoggins
VP of Miscellaneous

Yvonne joined the team as a paraplanner in 2015.

ADMIN

Kassy Hunt
Director of First Impressions

Kassy joined the team in 2016.

Ryan Donahue
Head of Keeping it all Together

Ryan joined the team as an operations sensei in 2017

Find out more about the variety of services we offer.