Investment Advisor Representative
Raised in a family of teachers, Jordan D. Main has always believed in the power of education—a value that drives every aspect of his work at Main Financial Group. Backed by 20+ years of experience in financial advising and accounting, credentials as a Registered Financial Professional (RFP®), and a Master’s in Finance, Jordan blends rigorous financial expertise with genuine community values to help hardworking individuals pursue the futures they envision.
After earning his bachelor’s degree from Michigan State University, Jordan launched his career in accounting, collaborating with stockbrokers and financial advisors. Seeing significant shortcomings in the industry, he shifted toward financial advising—focusing on effective tax strategies to help clients retain more of their hard-earned money. Today, his Series 65 license enables him to serve as a fiduciary, guiding clients with transparency and diligence.
Jordan’s mission is simple: provide the education, tools, and personalized strategies people need to work toward a secure retirement. Main Financial Group stands as a testament to his unwavering commitment to everyday Americans, combining Wall Street insights with Main Street integrity.
Investment Advisor Representative
|
With nearly a decade of experience in the financial industry, Cam has earned a reputation as a trusted advisor who balances safety and growth in his clients’ investments. By incorporating Medicare and long-term care planning into his approach, he ensures clients are well-prepared for each stage of retirement. Known for making financial planning engaging and straightforward, Cam simplifies complex topics while offering deeper insights for those who want to explore the details.
A lifelong learner, Cam stays up-to-date on retirement strategies, Medicare, long-term care, and investment options to provide well-rounded, current advice. Outside of work, he loves to travel, catch a great movie, and spend quality time with family and friends—especially his nieces and nephews, who benefit from his role as the “fun uncle.”
Blake Oliver is an Investment Advisor Representative at Main Financial Group, leading our Northern Michigan office in the Petoskey/Traverse City area. With his keen understanding of numbers and a compassionate approach, Blake is dedicated to helping clients achieve their retirement goals. His energetic and thoughtful demeanor make him a trusted advisor, always seeking innovative solutions.
In his free time, Blake enjoys exploring the world and indulging in his passion for golf.
Jeri Thomasson is the Brand Expansion Coordinator at Main Financial Group. With over 25 years of experience, Jeri brings a wealth of organizational, communication, and problem-solving skills to the team. Her dedication to supporting Main Financial Group’s growth and efficiency is unmatched.
Outside of work, Jeri enjoys golfing, traveling, and spending quality time with her family.
Brie O’Halloran is a Northwood University graduate with a BBA in Accounting, originally from West Michigan. During her time at Northwood, she met her husband, Devin, who is a Brighton native. Devin was certain Brie would fall in love with his beautiful hometown, so in 2014, they made the move to the charming city of Brighton. After 13 years of thriving in retail management, Brie decided to make a bold transition and take the next step in her accounting career.
Outside of work, Brie loves spending time with her two young children, Connor and Rory, and enjoys quality time on the golf course with Devin whenever possible. She’s passionate about balancing a busy family life while advancing in her professional journey at Main Financial Group.
Lauren Rose, our Operations Manager, brings a blend of organization and kindness to the team. Growing up in Plymouth, MI, she met her husband Cayman and moved to Brighton in 2017. After 10 years as a Pharmacy Technician, Lauren took a leap in 2020 and transitioned to the insurance world, earning her Life and Health license. Detail-oriented, friendly, and kindhearted, Lauren ensures everything runs smoothly behind the scenes. When she’s not working, Lauren loves to explore new places with Cayman. Fun fact: Lauren has a twin sister!
Vanessa Todd is a dedicated Executive Assistant at Main Financial Group. With a background in the medical field, Vanessa brings a compassionate approach to her role. She’s also a licensed life and health insurance professional, committed to providing exceptional service to our clients.
In her free time, Vanessa enjoys outdoor adventures with her husband, Travis.
Monica Wahl serves as the Executive Assistant at Main Financial Group, bringing her valuable clerical experience from another independent insurance agency. With a background in the insurance industry, it has equipped her with a good understanding of client needs. Known for her friendly and personable demeanor, Monica is always eager to listen and assist clients, ensuring they receive the best possible support.
Her dedication extends beyond her professional life, as she is a devoted mom, a loving wife, and a passionate caretaker of her numerous pets.