Joe is a Principal and the Managing Member of Main Street Investment Advisors, LLC and our affiliated CPA firm (Roman & Company, LLC). He oversees the general management of the SEC Registered Investment Advisor (RIA) firm, directs all portfolio management and is responsible for initiating new client relationships and maintaining regular client contact. In addition, he is the firm's Chief Compliance Officer. Prior to establishing the firm in 1999, Joe was a Tax Accountant with PricewaterhouseCoopers, LLP (formerly Coopers & Lybrand) in Philadelphia and subsequently a Partner with Zook, Dinon PA (formerly Zook, Dinon & Roman, P.A. Certified Public Accountants) in Moorestown, New Jersey.

Joe's experience as a fee-only investment and personal financial planning services consultant includes an extensive knowledge of wealth management issues including retirement planning, estate planning, insurance planning and divorce and elder care matters.

Joe holds a Bachelor of Science Degree in Accounting from LaSalle University and a Master of Science Degree in Taxation from Widener University. He is a Certified Public Accountant and is a member of the American Institute of Certified Public Accountants (AICPA). In addition, he holds the Personal Financial Specialist (PFS) designation awarded by the AICPA to CPA’s with a considerable amount of professional experience in financial planning and holds the (NASD) Series 65 License.

Jan's main responsibilities include supervising Family Office Services provided mainly to our high-net-worth individual clients through our affiliated CPA firm. In addition she supervises the preparation of individual and fiduciary income tax returns and assist's with the development of personal financial plans. Prior to joining the firm, she was a financial analyst with Vlasic Foods International and its spin-off parent Campbell Soup Company. At Campbell’s she held a variety of other financial positions in audit, management information systems, sales and cost accounting. She started her career on the staff of PricewaterhouseCoopers, LLP (formerly Coopers & Lybrand, LLP) in Philadelphia.

Jan holds a Master of Business Administration (MBA) from LaSalle University and a Bachelor of Science Degree (BS) in Accounting with a minor in Management Information Systems from the University of Delaware. She is a licensed Certified Public Accountant in Pennsylvania and is a member of the American Institute of Certified Public Accountants (AICPA). Additionally, she holds the Personal Financial Specialist (PFS) designation awarded by the AICPA to CPA's with considerable professional experience in financial planning. She also holds the (NASD) Series 65 License.

Jan was a troop leader for the Girl Scouts of the South Jersey Pines, part of the Girl Scouts of the United States of America (GSUSA) for four years. She has also served as Treasurer of the Moorestown Lacrosse Club

Linda A. McDevitt, CPA/PFS, MT
Senior Tax Manager & Financial Planning Specialist

Linda has nearly 20 years of experience assisting clients with personalized planning for tax and financial needs. After earning a Bachelor of Science degree from Drexel University and becoming a Certified Public Accountant, Linda obtained a Master of Taxation from Villanova University.

In addition to Linda's strong knowledge base related to divorce accounting, as well as litigation support, she expanded her horizon to include the Personal Financial Specialist designation awarded by the American Institute of Certified Public Accountants, a financial designation that can only be held by an active CPA. 

Linda has worked for various national and regional certified public accounting firms over her career. She currently provides tax guidance as well as personal financial planning services including college, retirement and life planning to our valuable clients.