Not a 9 to 5 rigid schedule
We work with you in anywhere, using multiple platforms
Always putting you first
It's all about you!
Jim founded MainStreet Financial Planning in the fall of 2002.
Anna found her mission in life to serve others via financial planning.
Kathy joined the team as a paraplanner in 2013.
Yvonne joined the team as a paraplanner in 2015.
Kassy joined the team in 2016.
Ryan joined the team as an operations sensei in 2017