Your Team
About MSFP
At MainStreet Financial Planning, a bi-coastal project based, fee-only financial planning firm with 6 offices in Maryland, Washington DC, NYC, Tennessee, 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
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.
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
Jennifer Bush
Financial Planner
Jennifer’s focus is on guiding clients through the pivotal transition into retirement, ensuring they navigate this significant phase with confidence and clarity. She is passionate about helping Solo Agers navigate retirement.
More about Jennifer
Vida Jatulis
Financial Planner
Vida specializes in helping families navigate major milestones, from preparing to send kids to college in the next five years to securing a stable retirement, ensuring they’re set up for success both now and in the future.
More about Vida
Katherine Edwards
Financial Planner
Katherine focuses on guiding mid to late-career families through comprehensive retirement planning, providing clarity, confidence, and financial security as they approach or enjoy their retirement years
More about Katherine
Meggan Orenstein
Lead Paraplanner
& Tax Liaison
Meggan joined the team as a paraplanner in 2021.
More about Meggan
Katharina Ingle
Paraplanner
Katharina joined the team as a paraplanner in 2023.
More about Katharina
PARAPLANNERS
OPERATIONS
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Find out more about the variety of services we offer.
