How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
G.C. Lewis, CFP®
Principal and Certified Financial Planner™
(888) 272-4198
Jeremy Toothman
Director Business Operations
(888) 272-4198
Jeremy Toothman serves as Director Business Operations, handling all paperwork, client service, case and review preparation, research and much more. He discovered his interest in finance while helping young recruits manage their money...
Melissa Mitchell
Client Service Coordinator
(888) 272-4198
Melissa Mitchell joined the team in April, 2021, as Client Service Coordinator, handling paperwork, client service, and case and review preparation. Melissa is a graduate of Brown University and has spent much of her career in...
Virginia Martin
Director Client Experience
(888) 272-4198
Virginia Martin joined Main Street in September of 2018 as the Director of Client Experience. In addition to interaction with clients, she manages retirement workshops, client appreciation events, the website and social media. Prior...