Meet the professionals who can help you
Pursue Your Goals
We help individuals and families pursue their ideal retirements.
Meet the Team
Our Values
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
STEVEN G. CRAWFORD, CLU®, ChFC®, CFS®, LUTCF®, AEP®, CDFA®
Chief Executive Officer
Steve has served as the leader of The Main Street Group since he founded it in 1984 and holds numerous professional designations. In 2006, he made the strategic decision to join the independent broker-dealer LPL Financial. During his tenure at LPL, Steve was a member of the Chairman’s Club or Patriot’s Club each year, placing him in the top 2 percent of financial professionals nationwide based on production. Steve has participated in every facet of the financial planning process, both for his own clients and for new associates who join The Main Street Group. His passion is guiding his clients and prospective clients through the principles of life planning.
While financial planning involves number crunching, selecting appropriate investment vehicles and working to develop a financial roadmap, life planning can require more. Life planning helps to mitigate a client’s fears about retirement or end-of-life issues like care for a disabled child or long-term health care. Steve believes in minimizing as many of his clients’ apprehensions as possible. He has learned through his many years of experience that having a carefully considered and comprehensive life plan can help put an entire family at ease.
In 2017, Steve began gathering details to take The Main Street Group in another direction. In November of that year, he changed to a new broker-dealer, Kestra Investment Services.
Steve is a Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), Life Underwriter Training Council Fellow® (LUTCF®), Certified Fund Specialist® (CFS®), Accredited Estate Planner® (AEP®) and Certified Divorce Financial Analyst® (CDFA®). He has a Bachelor of Arts from Lynchburg College.
Steve is an artist and often gives prints of his paintings to his clients. His works are on display throughout our offices.
*Fidelity Institutional(r) provides a comprehensive clearing and custody platform, brokerage services, trading capabilities, and practice management and consulting to registered investment advisers (RIAs), including strategic acquirers and professional asset managers, as well as retirement recordkeepers, broker-dealer firms, banks, and insurance companies through National Financial Services LLC (NFS) or Fidelity Brokerage Services LLC, Members NYSE, SIPC. In addition to providing services to third-party institutions, the NFS brokerage platform supports all the clearing and custody businesses at Fidelity, including Fidelity’s retail and capital markets businesses, bringing NFS assets under administration to more than $4 trillion.
Investment Professionals
Jackie is originally from Chester, New York. After moving from coast to coast with her husband, Keith, she landed in Richmond in 2014 and joined The Main Street Group.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Main Street Group is engaged, or continues to be engaged, to provide investment advisory services.
*Please Note: Limitations. A Strategic Partner is an unaffiliated professional (i.e., CPA, attorney, etc.) who we may call upon to assist with a client’s situation. The client is under no obligation to engage a Strategic Partner. There is no fee sharing between Main Street Group (or any of its representatives) and any Strategic Partner. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if any Strategic Partner is engaged, or continues to be engaged, to provide services.
