Your Team

Flexible schedule

Not a 9 to 5 rigid schedule

Remote friendly

We work with you in anywhere, using multiple platforms

Fiduciary driven

Always putting you first

Passionate listeners

It's all about you!

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.

More about Jim
Anna Sergunina
Anna Sergunina
Chief Everything Officer

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

More about Anna

PARAPLANNERS

Kathryn Watkins
Kathryn Watkins
Sr. VP of Miscellaneous

Kathy joined the team as a paraplanner in 2013.

More about Kathy
Yvonne Scoggins
VP of Miscellaneous

Yvonne joined the team as a paraplanner in 2015.

More about Yvonne

ADMIN

Kassy Hunt
Director of First Impressions

Kassy joined the team in 2016.

More about Kassy
Ryan Donahue
Head of Keeping it all Together

Ryan joined the team as an operations sensei in 2017

More about Ryan
Find out more about the variety of services we offer.