Fiduciary to our clients. Accountable to our teammates.
We work hard to make a difference in our clients’ lives.
We achieve excellence when we work together. We serve clients as a team.
For the business and for ourselves as individuals.
For our employees and to serve our clients when they need us.
Jim founded MainStreet Financial Planning in the fall of 2002.More about Jim
Anna found her mission in life to serve others via financial planning.More about Anna