Joshua Dobi CFP®

President

Phone: 704-987-1425
Fax: 704-665-5655
joshua@northmainfinancial.com

Joshua Dobi, CFP®, has been assisting clients with their financial needs for over two decades.  He is registered to work with 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 *

Executive Assistant

Erica serves as an executive assistant 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.

Corey Hedges

Financial Advisor

Corey Hedges is a financial advisor with over half a decade of financial services experience. As a Connecticut native Corey attended Wheaton College in Massachusetts - where he swam competitively while earning degrees in Economics as well as Business Management . Corey is currently pursuing his Certified Financial Planner designation at Boston University. 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 wholistic 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) 

To learn more about the professional history of our advisors/firm, please visit FINRA's BrokerCheck

*Not registered with SagePoint Financial, Inc