Each advisor has a minimum of 15 years of industry experience with an office total of 85 years. The mission Main Street Wealth Group is to help individuals and families, not only incorporate the fundamentals, but also brilliantly execute the complex planning involved with higher net worth. Main Street Wealth Group is built upon trust, integrity and an unfailing commitment to our clients best interest.
Client Experience Assistants
Katie and Ashlee have a total of 25 years of industry experience by helping clients and making sure their experience is world class. They are the first people you will see or talk too, and they are here to make sure we are doing a superior job for you. They specialize in the daily administration functions of our office, process new accounts, handle payout requests, help clients with cost basis information and many other client requests. You’ll enjoy talking with either Katie and Ashlee when you call or visit our office.