Main Street Financial Group
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Main Street Financial Group Employees
Employee
Years
Job
Industry
Jan Heineman Jan Heineman's Main Street Financial Group Experience October 2007 - Present
Job Loan Officer at Main Street Financial Group
Industry Financial Services
Experience
Main Street Financial Group October 2007 - Present
Del E Webb Center for the Performing Arts 2010 - 2011
America's Mortgage Alliance October 2005 - October 2007
Skills
USDA Rural Housing, FHA financing, Residential Homes, VA loans, FHA, Credit Analysis
Education
Glendale Community College
Main Street Financial Group October 2007 - Present
Del E Webb Center for the Performing Arts 2010 - 2011
America's Mortgage Alliance October 2005 - October 2007
Skills
USDA Rural Housing, FHA financing, Residential Homes, VA loans, FHA, Credit Analysis
Education
Glendale Community College
Mike Beck, CIC CRM CRIS Mike Beck, CIC CRM CRIS's Main Street Financial Group Experience January 2009 - August 2010
Job Risk Advisor at Brady, Chapman, Holland and Associates, Inc.
Industry Insurance
Experience
Brady, Chapman, Holland and Associates, Inc. November 2010 - Present
Main Street Financial Group January 2009 - August 2010
United States Army June 2001 - June 2009
Skills
Insurance, Risk Management, Workers Compensation, Leadership, Program Management, Financial Analysis, Management, Strategic Planning, Property & Casualty..., Policy, Entrepreneurship, Claim, Training, Financial Risk, Health Insurance, Employee Benefits, Commercial Insurance, Casualty, Professional Liability, Life Insurance, Legal Liability, Disability Insurance, Liability, General Insurance, Brokers
Education
Appalachian State University 2005 — 2007
BS, Risk Management and Insurance, Finance and Banking
Brady, Chapman, Holland and Associates, Inc. November 2010 - Present
Main Street Financial Group January 2009 - August 2010
United States Army June 2001 - June 2009
Skills
Insurance, Risk Management, Workers Compensation, Leadership, Program Management, Financial Analysis, Management, Strategic Planning, Property & Casualty..., Policy, Entrepreneurship, Claim, Training, Financial Risk, Health Insurance, Employee Benefits, Commercial Insurance, Casualty, Professional Liability, Life Insurance, Legal Liability, Disability Insurance, Liability, General Insurance, Brokers
Education
Appalachian State University 2005 — 2007
BS, Risk Management and Insurance, Finance and Banking
Gard Gardiner Gard Gardiner's Main Street Financial Group Experience March 2003 - February 2005
Job Senior Loan Officer at Homeowners Financial Group
Industry Financial Services
Experience
Homeowners Financial Group June 2009 - Present
Fortune 5 Mortgage and Financial 2005 - 2009
Main Street Financial Group March 2003 - February 2005
John Gardiner's Tennis Ranch 1976 - 1998
Education
Colgate University 1973 — 1975
BA, Sociology
Menlo College 1971 — 1973
AA, Sociology
Homeowners Financial Group June 2009 - Present
Fortune 5 Mortgage and Financial 2005 - 2009
Main Street Financial Group March 2003 - February 2005
John Gardiner's Tennis Ranch 1976 - 1998
Education
Colgate University 1973 — 1975
BA, Sociology
Menlo College 1971 — 1973
AA, Sociology
Sandi (Valley) Goldstein Sandi (Valley) Goldstein's Main Street Financial Group Experience September 1997 - April 2005
Job Realtor with HomeSmart
Industry Real Estate
Experience
HomeSmart August 2013 - Present
Musical Instrument Museum April 2010 - August 2014
Marketing My Way May 2005 - April 2010
Main Street Financial Group September 1997 - April 2005
Bank One (formerly Valley National Bank) February 1981 - July 1995
Skills
Finance, Customer Service, Consulting, Financial Risk, Loans, Mac, Networking, New Business Development, Newsletters, Sellers, Creative Writing, Yoga, Public Speaking, Leadership, Social Networking, Marketing, Real Estate, Selling
Education
University of Phoenix 2005 — 2008
BSCJA
American Institute of Banking 1977 — 1995
Money and Banking Finance
University of Arizona 1963 — 1964
HomeSmart August 2013 - Present
Musical Instrument Museum April 2010 - August 2014
Marketing My Way May 2005 - April 2010
Main Street Financial Group September 1997 - April 2005
Bank One (formerly Valley National Bank) February 1981 - July 1995
Skills
Finance, Customer Service, Consulting, Financial Risk, Loans, Mac, Networking, New Business Development, Newsletters, Sellers, Creative Writing, Yoga, Public Speaking, Leadership, Social Networking, Marketing, Real Estate, Selling
Education
University of Phoenix 2005 — 2008
BSCJA
American Institute of Banking 1977 — 1995
Money and Banking Finance
University of Arizona 1963 — 1964
Andre Overholt Andre Overholt's Main Street Financial Group Experience January 2015 - Present
Job Student at Brevard College
Industry Insurance
Experience
Main Street Financial Group January 2015 - Present
Skills
Microsoft Word, Customer Service, Outlook, Insurance, Public Speaking, Teamwork, Leadership, PowerPoint, Strategic Planning, Research, Microsoft Office
Education
Brevard College 2011 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Brevard College 2011 — 2014
BS, Business and Organizational Leadership
Main Street Financial Group January 2015 - Present
Skills
Microsoft Word, Customer Service, Outlook, Insurance, Public Speaking, Teamwork, Leadership, PowerPoint, Strategic Planning, Research, Microsoft Office
Education
Brevard College 2011 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Brevard College 2011 — 2014
BS, Business and Organizational Leadership
Andy Millard, CFP®'s Main Street Financial Group Experience July 2000 - July 2010
Job Candidate for U.S. House of Representatives, NC District 10. Owner of Millard & Company Financial Planning.
Industry Financial Services
Experience
Millard for Congress April 2015 - Present
Millard & Company August 2010 - Present
Main Street Financial Group July 2000 - July 2010
Tryon Financial January 1995 - July 2000
Polk County Schools July 1992 - July 1994
Gaston County Schools September 1981 - July 1992
Beneficial Finance July 1979 - July 1980
Skills
Investments, Strategic Financial..., Retirement Planning, Wealth Management, Asset Managment, Personal Financial..., Certified Financial..., Engaging Public Speaker, Singing, Leadership, Writing, Teaching, Community Service, Investment Advisory, Estate Planning, Asset Management, Asset Allocation
Education
College for Financial Planning 2002 — 2004
Certified Financial Planner Program Completion, Financial Planning and Services
University of North Carolina at Charlotte 1986 — 1988
Principal's Certificate, Educational Administration and Supervision
Wake Forest University 1980 — 1982
Master of Arts (M.A.), Speech Communication and Theater Arts
Presbyterian College 1975 — 1979
Bachelor of Arts (B.A.), History and Fine Arts
Millard for Congress April 2015 - Present
Millard & Company August 2010 - Present
Main Street Financial Group July 2000 - July 2010
Tryon Financial January 1995 - July 2000
Polk County Schools July 1992 - July 1994
Gaston County Schools September 1981 - July 1992
Beneficial Finance July 1979 - July 1980
Skills
Investments, Strategic Financial..., Retirement Planning, Wealth Management, Asset Managment, Personal Financial..., Certified Financial..., Engaging Public Speaker, Singing, Leadership, Writing, Teaching, Community Service, Investment Advisory, Estate Planning, Asset Management, Asset Allocation
Education
College for Financial Planning 2002 — 2004
Certified Financial Planner Program Completion, Financial Planning and Services
University of North Carolina at Charlotte 1986 — 1988
Principal's Certificate, Educational Administration and Supervision
Wake Forest University 1980 — 1982
Master of Arts (M.A.), Speech Communication and Theater Arts
Presbyterian College 1975 — 1979
Bachelor of Arts (B.A.), History and Fine Arts
Felicia Hipp Felicia Hipp's Main Street Financial Group Experience November 2009 - December 2013
Job Clinical Education Coordinator at Mountain Area Health Education Center (MAHEC)
Industry Financial Services
Experience
Mountain Area Health Education Center (MAHEC) April 2015 - Present
Discover Wellness, LLC January 2014 - Present
Main Street Financial Group November 2009 - December 2013
Skills
Registered Nurses, Nursing Education, Wellness, Health Education, Wellness Coaching, Employee Wellness, Sports Nutrition, Nutrition Education, Weight Training, Personal Training, Fitness Training, Lifestyle Coaching, Health Promotion, Nutritional Counseling, Fitness, Nutrition, Corporations, Strength Training, Lifestyle, Stress Management, Pain Management, Motivational Speaking, Rehabilitation, Therapeutic Massage, Meditation, Triathlon, Weight Management, Employee Wellness..., Endurance, AED, Wellbeing, Cpr Certified, Yoga, Stress, Cycling, Holistic Health, Prevention, Athletic Training, Healing, Athletics
Education
University of North Carolina at Charlotte 2014 — 2016
Master’s Degree, Nursing Administration/Education Spring 2016
University of Northern Colorado 2011 — 2013
Bachelor's degree, Dietetics/Dietitian
North Carolina A&T State University
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse
Mountain Area Health Education Center (MAHEC) April 2015 - Present
Discover Wellness, LLC January 2014 - Present
Main Street Financial Group November 2009 - December 2013
Skills
Registered Nurses, Nursing Education, Wellness, Health Education, Wellness Coaching, Employee Wellness, Sports Nutrition, Nutrition Education, Weight Training, Personal Training, Fitness Training, Lifestyle Coaching, Health Promotion, Nutritional Counseling, Fitness, Nutrition, Corporations, Strength Training, Lifestyle, Stress Management, Pain Management, Motivational Speaking, Rehabilitation, Therapeutic Massage, Meditation, Triathlon, Weight Management, Employee Wellness..., Endurance, AED, Wellbeing, Cpr Certified, Yoga, Stress, Cycling, Holistic Health, Prevention, Athletic Training, Healing, Athletics
Education
University of North Carolina at Charlotte 2014 — 2016
Master’s Degree, Nursing Administration/Education Spring 2016
University of Northern Colorado 2011 — 2013
Bachelor's degree, Dietetics/Dietitian
North Carolina A&T State University
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse
Robert Lareau's Main Street Financial Group Experience January 2011 - Present
Job Financial Services Professional, Visionary Entrepreneur
Industry Financial Services
Experience
Main Street Financial Group January 2011 - Present
MassMutual Financial Group 2000 - 2005
Skills
Insurance, Annuities, Customer Relations, Vendor Management, Team Building, Financial Planning, Series 7
Education
Central Connecticut State University
BA, Business
Main Street Financial Group January 2011 - Present
MassMutual Financial Group 2000 - 2005
Skills
Insurance, Annuities, Customer Relations, Vendor Management, Team Building, Financial Planning, Series 7
Education
Central Connecticut State University
BA, Business
Susan Brady's Main Street Financial Group Experience March 2014 - December 2014
Job Director, Marketing, PR and Development, Tryon Fine Arts Center
Industry Performing Arts
Experience
Tryon Fine Arts Center January 2015 - Present
Main Street Financial Group March 2014 - December 2014
Furman University May 2008 - July 2013
Furman University December 2006 - May 2008
Bank of America August 1984 - January 2001
Bank of America 1984 - 2000
Education
Wake Forest University - Babcock Graduate School of Management 1982 — 1984
MBA, Marketing and Finance
University of North Carolina at Chapel Hill 1977 — 1981
B.A., Political Science/International Studies
Tryon High School
Tryon Fine Arts Center January 2015 - Present
Main Street Financial Group March 2014 - December 2014
Furman University May 2008 - July 2013
Furman University December 2006 - May 2008
Bank of America August 1984 - January 2001
Bank of America 1984 - 2000
Education
Wake Forest University - Babcock Graduate School of Management 1982 — 1984
MBA, Marketing and Finance
University of North Carolina at Chapel Hill 1977 — 1981
B.A., Political Science/International Studies
Tryon High School
Michael A. Wertheim, CFS, CMFC, RTRP's Main Street Financial Group Experience SARUS NavyAugust 1993 - September 1998
Job Founding Partner of Main Street Financial Group
Industry Financial Services
Experience
Main Street Financial Group SARUS NavyAugust 1993 - September 1998
Skills
Retirement Planning, Wealth Management, Investments, Investment Advisory, Series 7, 401k Rollovers, IRAs, Retirement Plan..., 401k, Retirement, Mutual Funds, Strategic Financial..., Investment Strategies, Financial Advisory, Alternative Investments, Portfolio Management, Long-term Care, Investment Management, Life Insurance, Financial Planners, Securities, Personal Finance, Wealth Accumulation, ETFs, Income Protection, High Net Worth..., Series 63, Fixed Annuities, Uniform Combined State..., Estate Planning, Financial Analysis, Wealth Management..., Series 65, Variable Annuities, Financial Planning, Strategic Planning
Education
Chaminade University of Honolulu
Main Street Financial Group SARUS NavyAugust 1993 - September 1998
Skills
Retirement Planning, Wealth Management, Investments, Investment Advisory, Series 7, 401k Rollovers, IRAs, Retirement Plan..., 401k, Retirement, Mutual Funds, Strategic Financial..., Investment Strategies, Financial Advisory, Alternative Investments, Portfolio Management, Long-term Care, Investment Management, Life Insurance, Financial Planners, Securities, Personal Finance, Wealth Accumulation, ETFs, Income Protection, High Net Worth..., Series 63, Fixed Annuities, Uniform Combined State..., Estate Planning, Financial Analysis, Wealth Management..., Series 65, Variable Annuities, Financial Planning, Strategic Planning
Education
Chaminade University of Honolulu
Jannette Rebozo-Nevarez's Main Street Financial Group Experience February 2008 - July 2011
Job Licensed Loan Originator at New West Lending Inc
Industry Financial Services
Experience
New West Lending Inc August 2014 - Present
American Mortgage and Equity Consultants, Inc. March 2014 - Present
Wells Fargo Home Mortgage August 2013 - Present
US Bank Home Mortgage 2011 - August 2013
Main Street Financial Group February 2008 - July 2011
Skills
Mortgage Lending, HUD, VA loans, FHA financing, First Time Home Buyers, Bilingual, Credit, Credit Analysis, Customer Service, FHA, Loan Origination, Loans, Mortgage Banking, REO, Real Estate Financing, Refinance, Residential Mortgages, Team Building, FHA Financing, VA Loans
Education
Arizona State University
New West Lending Inc August 2014 - Present
American Mortgage and Equity Consultants, Inc. March 2014 - Present
Wells Fargo Home Mortgage August 2013 - Present
US Bank Home Mortgage 2011 - August 2013
Main Street Financial Group February 2008 - July 2011
Skills
Mortgage Lending, HUD, VA loans, FHA financing, First Time Home Buyers, Bilingual, Credit, Credit Analysis, Customer Service, FHA, Loan Origination, Loans, Mortgage Banking, REO, Real Estate Financing, Refinance, Residential Mortgages, Team Building, FHA Financing, VA Loans
Education
Arizona State University
Katie McHugh's Main Street Financial Group Experience June 2008 - August 2008
Job Senior Research Analyst at Millward Brown Digital
Industry Market Research
Experience
Millward Brown Digital May 2014 - Present
Hearst Magazines October 2011 - May 2014
La Cucina Italiana Magazine June 2010 - October 2011
Track Entertainment September 2009 - November 2009
Main Street Financial Group June 2008 - August 2008
Quest Diagnostics June 2007 - August 2007
Quest Diagnostics June 2006 - August 2006
Skills
Digital Media, Advertising, Social Media Marketing, Social Media, Digital Strategy, Marketing, Market Research, Blogging, Integrated Marketing, Facebook, Digital Marketing, Marketing Research, Microsoft Excel, Management
Education
Hartwick College 2005 — 2009
Bachelor of Arts (B.A.), Business Administration
Chase Collegiate 2001 — 2005
High School degree
Millward Brown Digital May 2014 - Present
Hearst Magazines October 2011 - May 2014
La Cucina Italiana Magazine June 2010 - October 2011
Track Entertainment September 2009 - November 2009
Main Street Financial Group June 2008 - August 2008
Quest Diagnostics June 2007 - August 2007
Quest Diagnostics June 2006 - August 2006
Skills
Digital Media, Advertising, Social Media Marketing, Social Media, Digital Strategy, Marketing, Market Research, Blogging, Integrated Marketing, Facebook, Digital Marketing, Marketing Research, Microsoft Excel, Management
Education
Hartwick College 2005 — 2009
Bachelor of Arts (B.A.), Business Administration
Chase Collegiate 2001 — 2005
High School degree
James Frageau's Main Street Financial Group Experience July 2010 - Present
Job Intern at Main Street Financial Group
Industry Financial Services
Experience
Main Street Financial Group July 2010 - Present
Education
Quinnipiac University - School of Business 2008 — 2012
Main Street Financial Group July 2010 - Present
Education
Quinnipiac University - School of Business 2008 — 2012