Main Street Financial Services

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for Main Street Financial Services
Team photo for Main Street Financial Services

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Advisors

Advisor photo for Travis William Terry

Travis William Terry

CPA, CMFA®

Financial Advisor

Visit Travis William Terry's website


Team

Donna Franklin

Donna Franklin

Client Service Manager

Personal Intro

Donna joined the firm in 2004 bringing with her 7 prior years in Investment Operations and 15 years in Business Administration. Donna works to enhance client relationships and provide operational support to all team members. Donna assists clients with opening accounts, transferring assets, operational details and completing various level of paperwork as needed.

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Sascha Silvia

Sascha Silvia

Client Service Specialist

Personal Intro

Sascha joined us in October 2022 – Her previous years’ experience working with Fidelity Investments focusing on qualified employer sponsored plans and assisting clients has aided her in her role as Client Service Specialist. Sascha is responsible for strengthening client relationships, conducting daily transactions at client’s requests, reviewing and rebalancing client portfolios, and assisting with general research.

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Stephen Olsen Jr.

Stephen Olsen Jr.

Paraplanner

Personal Intro

Steve joined us in August 2023 and brings with him over two decades of experience in Financial Services. He was a Senior Relationship Manager for Putnam Investments from 1997-2023.

Steve loves baseball, animals and helping others.

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