Your Team

About MSFP

At MainStreet Financial Planning, a bi-coastal project based, fee-only financial planning firm with 5 offices in Maryland, Washington DC, NYC, SoCal & NorCal we service a diverse population of clients by providing:
  • For Individuals & Family

    • Holistic financial planning packages
    • Quick Start & Hourly sessions
    • Monitoring, review & ongoing services

  • For Businesses

    • Money@Work - financial wellness program for employees
    • Employer’s retirement plan investment recommendations & provider selection assistance

  • Informative content

    We produce interesting and informative personal finance content for everyone:
    • Articles
    • Podcast
    • 3 video shows
    • Online courses

Click to read our story

Our Story

MainStreet Financial Planning, Inc., an independent fee-only financial planning firm was founded in Maryland in 2002 by Jim Ludwick, CFP® who passionately believed that financial planning advice should be accessible to people from all walks of life without product sales and investment management services.

In 2006 Anna Sergunina, CFP® joined the team and together they grew MainStreet Financial to a nationally recognized company, with a team of 6 staff members and 5 offices across the country.

In December of 2013, Jim Ludwick & Anna Sergunina executed a succession plan and Anna became the first Garrett Planning Network Advisor to successfully purchase 100% of a mature practice. Her long-term goal is to grow MainStreet into a household brand for financial planning.

The work that we do is highly rewarding on both a personal and professional levels. Our goals at MainStreet are for all of our team members to be challenged, to grow, and to utilize their strengths, abilities and talents to reach their highest potential.

Click to see what we value most

Here’s What We Value Most

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

OPERATIONS

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.

Kassy Hunt
Client Service Manager

Kassy joined the team in 2016.

Find out more about the variety of services we offer.