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

Anna Sergunina
Anna Sergunina
CEO

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

Jim Ludwick
Jim Ludwick
Founder

Jim founded MainStreet Financial Planning in the fall of 2002.

Liz Gillette
Financial Planner

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

Cynthia Flannigan
Financial Planner

Cynthia thrives on helping people.

PARAPLANNERS

Kathryn Watkins
Kathryn Watkins
Paraplanner

Kathy joined the team as a paraplanner in 2013.

Geoff Scoggins
Paraplanner

Geoff joined the team as a paraplanner in 2019.

OPERATIONS

Kassy Hunt
Admin

Kassy joined the team in 2016.

Find out more about the variety of services we offer.