Munn & Associates

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


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Team photo for Munn & Associates
Team photo for Munn & Associates

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Advisors

Bill Munn

CFP®, APMA, ChFC®

Private Wealth Advisor

Visit Bill Munn's website

Paul G Castro

CFP®, MS, APMA

Financial Advisor

Visit Paul G Castro's website

Seth Courtwright

CFP®, APMA

Private Wealth Advisor

Visit Seth Courtwright's website

Brian McDaid

CFP®

Private Wealth Advisor

Visit Brian McDaid's website

Frederick Schuldt

CLTC®

Financial Advisor

Visit Frederick Schuldt's website

Jorge Ciprian

CFP®, CRPC, CRPS, APMA

Financial Advisor

Vice President of Munn & Associates
Visit Jorge Ciprian's website

Walter J Loin

MS, CFP®, ChFC®, CLU®, APMA

Associate Financial Advisor

Chief Financial Officer of Munn & Associates
Visit Walter J Loin's website

Laura Grasso

CFP®, BFA, CRPC, APMA

Private Wealth Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Laura Grasso's website

Mark Cinotti

CFP®, APMA

Financial Advisor

Visit Mark Cinotti's website


Team

Glen Forrest

Glen Forrest

Business Development Manager,

Chief Operating Officer of Munn & Associates
Claudia Rivera

Claudia Rivera

Office Manager

Lenay Courtwright

Lenay Courtwright

Investment Manager

Thomas Teschic

Thomas Teschic

Financial Planning Specialist

Qualifications

  • CRPC®
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Erica Grimm

Erica Grimm

Operations Specialist

Suzanne Loin

Suzanne Loin

Client Service Specialist

Karen Mullin

Karen Mullin

Client Service Coordinator

Marci R. Peyser

Marci R. Peyser

Client Service Specialist,

Marketing Manager
Sandra Reynolds

Sandra Reynolds

Marketing Consultant

Cecilia Bernescu

Cecilia Bernescu

Client Service Specialist