Our Firm

 

Main Effort Financial, Inc. (MEF) is a financial services firm specializing in helping individuals and closely-held businesses achieve their financial goals.  Since 2001, MEF has tailored and monitored financial strategies for business and private clients worldwide. We strive to provide unbiased and real-world perspective as well as the highest quality investment advice*.  Our firm is positioned to truly understand a client's objectives resulting in a service level that is among the top in the industry combined with an appropriate financial plan.

Our consultants carefully review and analyze every detail of a client’s situation to develop the most sound and flexible plan possible. Once the plan is approved by the client, it is then implemented. The plan is closely monitored and reviewed regularly, making the necessary adjustments as changes occur.

Our goal at Main Effort Financial is to customize a financial strategy that guides towards achieving your long and short-term needs.  Whether you are trying to make your business more profitable by retaining key employees or determining the best way to fund a child’s education, we will remain a dedicated partner each step of the way.  Once you become a client, you have unlimited access to our signature service.   

 

 

 

John P. Drohan, Jr.

Investment Advisor Representative*

Main Effort Financial, Inc.

John Drohan founded Main Effort Financial, Inc. as an executive consulting firm in 1998 and the company has evolved to focus solely on financial services and products for both individual and business clients since 2001.  Since then MEF currently has over 300 private and small business clients.  John serves as an Investment Advisor Representative and Financial Planner through broker dealer SagePoint Financial, Inc.   He holds the Series 6, 63 and 65 registrations as well as life and health insurance licenses.  Prior to entering the private sector, he served as an Assistant Professor of Military Science, instructing leadership and personnel management for 3 years at Boston University before moving to Boston College and Northeastern University for an additional 3 years.  He is a graduate of the United States Military Academy at West Point, NY and served in both U.S. Army and the Massachusetts Army National Guard.  He serves as President of the Holliston Business Association, a non-profit entity that provides grant funding to the less fortunate in the community.  He serves as is the Treasurer of the Holliston Historical Society, a non-profit organization that preserves the town history dating back to the 17th Century.  He is a co-founder in the development of a non-profit venture known as the Blueskin Foundation which will provide emergency grant funding to service members and their families.  He lives with his wife and 3 daughters in Holliston, MA.

John Drohan offer securities and investment advisory services offered through SagePoint Financial, Inc.

 

 

 

 

 

David Lindsay

Director - Main Effort Financial CT

Executive Consultant

David manages the Connecticut division of Main Effort Financial, Inc. in Brookfield CT.  David has over 10 years experience as a financial advisor and took over as director of Connecticut operations in 2008.  He brings a trememndous wealth of knowledge and experience of private client strategies and detailed client service.  We believe his hard work and professionalism is the reason our client base continues to expand throughout Connecticut and New York.  He holds the series 6 and 63 registration as well as life and health insurance licenses. He is a graduate of the Western Connecticut State University with a Bachelor of Business Administration degree in Finance. He currently resides in Bethel Connecticut with his wife Rebecca and two children, Kyle and Diana. 

David Lindsay offer securities through SagePoint Financial, Inc.

 

 Sharon Doherty-Clancy
 
Executive Consultant
 
 Prior to joining Main Effort Financial, Inc. Sharon was a Vice President at Bank of New York Mellon managing a team of client service officers and together they managed approximately $700 million in trust assets. Prior to Bank of New York Mellon she was a Vice President at State Street Global Advisors personally managing over $200 million in trust assets. She holds the Series 6 and 63 Registrations as well as the Life and Health Insurance Licenses.  Sharon is pursuing the Series 65 as well as continuing education at Boston University for her Financial Planning Certification. She is a graduate of Suffolk University with a B.S. in Marketing, the Trust School at Williams College and the National Graduate Trust School Northwestern University.  She is a member of the Financial Planning Association.  She resides with her husband, son and dog in Holliston, Massachusetts. 
 
Sharon Doherty-Clancy offers securities through SagePoint Financial, Inc. 
 

  

Joanne M. O'Connell

Operations Manager

Joanne is the manager and director of all open client cases as and oversees all office administration.  She is the coordinator of all of Main Effort Financial's client service operations.  She joins us with an extensive background in consulting in the entertainment industry as well as being an accomplished professional chef.  She currently serves as the Culinary Producer and Executive Chef to Chef Ming Tsai on his PBS television series, Simply Ming, currently in its 9th year of production.  She has extensive non-profit experience and is the founder and chairperson of the Timothy O'Connell Foundation which provides financial assistance to groups and organzations pursuing research in cures for leukemia and other cancers.  She is a graduate of The College of the Holy Cross and lives in Holliston with her husband and sons. 

Joanne O'Connell is not affiliated with SagePoint Financial, Inc.

 

Adam Camiel

Quality Control and IT

Adam Camiel is a Junoir at Babson College in Wellesley, Massachusetts studying business administration.  Adam began interning at Main Effort in the Spring of 2009 before graduating from Holliston High School.  He then proceeded to work for the Firm that summer, as well as during college breaks in 2010 and 2011.  Adam performs a wide array of tasks at Main Effort, including quality control and IT.  Adam is involved in many organizations at Babson, such as being Secretary of his fraternity, Alpha Epsilon Pi, as well as being a sound technician for the theater group The Babson Players.  Adam recently completed a semester in France at HEC Paris.  He is lives in Holliston, MA when not at school. 


Adam Camiel is not affiliated with SagePoint Financial, Inc.

 

 

Chris Mason                                              

Client Data Manager

Chris comes to Main Effort with 12 years of IT background.  He holds a BS in political science from Bridgewater State College and a number of IT certifications.  Besides his wealth of knowledge in the IT field, Chris brings with him a focus that drives him to find the best solutions for the client.  He has the ability to truly listen to the client needs and develop plans that work best for their unique situation.  

Prior to joining Main Effort Chris worked for International Power America where he held the position of Technical Support Analyst.  He also has recently retired after serving 22 years in the US Army, Rhode Island and Massachusetts National Guard.  He has served overseas in Iraq and most recently was deployed to Afghanistan with the Massachusetts Army National Guard, where he supported efforts to rebuild the infrastructure of the country.  In his spare time Chris enjoys rock climbing, kayaking, skiing and camping.  He resides in Shrewsbury with his wife and 2 dogs.

 

                            Chris Mason is not affiliated with SagePoint Financial, Inc.