Joshua Dobi CFP®
Phone: 704-987-1425
joshua@northmainfinancial.com
Joshua Dobi, CFP®, has been assisting clients with their financial needs for over two decades. He is registered to offer a broad spectrum of financial instruments including:
- Stocks, Bonds, Options
- Mutual Funds
- Annuities & Life Insurance
- Limited Partnerships & Real Estate Investment Trusts (REITs)
- Investment Advisory Services
Joshua has a Bachelor of Arts degree in International Business from Grove City College. In addition to his securities & insurance registrations and license, Joshua is a CERTIFIED FINANCIAL PLANNERTM professional. The CFP® curriculum, examinations, and trademarks are administered by the Certified Financial Planner Board of Standards, Inc. (www.cfp.net)
Outside of the office, Joshua has been and continues to be a part of several organizations Boards of Directors including:
- Past Chairman, Lake Norman Chamber of Commerce
- Cain Center for the Arts
- Bethel Presbyterian Church Session
- The John R. Bradford III Campaign
- The Peninsula Club, Finance Committee
- The Peninsula Yacht Club Fleet Committee
- Novant Health Foundation Advisory Board
- North Mecklenburg Rotary Club
Erica Meinen *
Erica serves as Vice President on the NMFG Team managing client relationships and internal operations. Prior to her current position, she served for twelve years as a client management executive for a regional retail marketing firm. She is married to Joel and they have a daughter, Addison. In her spare time, Erica enjoys running, hiking and volunteering for local charities.
Erica does not offer products and/or services through Osaic Wealth, Inc.
Corey Hedges
Corey Hedges, CFP®, is a native of Connecticut and attended Wheaton College in Massachusetts - where he swam competitively while earning degrees in Economics as well as Business Management.
While studying at Boston University, Corey received his CERTIFIED FINANCIAL PLANNERTM designation. The CFP® curriculum, examinations, and trademarks are administered by the Certified Financial Planner Board of Standards, Inc. (www.cfp.net)
Before starting his time at North Main Corey worked at both UBS Financial Services and AXA Equitable which has provided him with a comprehensive background to the holistic planning services he offers to his clients here at North Main Financial Group, LLC. Outside of the office, Corey is a head swim coach at both the Peninsula Club and The Davidson Day School at Lake Norman.
Corey assists his clients with:
- Financial Planning
- Investment Management
- College Planning
- Insurance Planning (Annuities, Life & Long-Term Care)