Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Bill Munn

CFP®, APMA, ChFC®

Private Wealth Advisor

Learn more about Bill Munn Visit Bill Munn's website

Paul G Castro

CFP®, MS, APMA

Financial Advisor

Learn more about Paul G Castro Visit Paul G Castro's website

Seth Courtwright

CFP®, APMA

Private Wealth Advisor

Learn more about Seth Courtwright Visit Seth Courtwright's website

Anthony Sciuto

Associate Financial Advisor

Learn more about Anthony Sciuto Visit Anthony Sciuto's website

Brian McDaid

CFP®

Private Wealth Advisor

Learn more about Brian McDaid Visit Brian McDaid's website

Frederick Schuldt

CLTC®

Financial Advisor

Learn more about Frederick Schuldt Visit Frederick Schuldt's website

Jorge Ciprian

CFP®, CRPC, CRPS, APMA

Financial Advisor

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

Julie Wendholt

CFP®, CDFA®, APMA

Financial Advisor

Vice President of Munn & Associates
Learn more about Julie Wendholt Visit Julie Wendholt's website

Laura Grasso

CFP®, BFA, CRPC, APMA

Private Wealth Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Laura Grasso Visit Laura Grasso's website

Mark Cinotti

CFP®, APMA

Financial Advisor

Learn more about Mark Cinotti Visit Mark Cinotti's website

Walter J Loin

MS, CFP®, ChFC®, CLU®, APMA

Associate Financial Advisor

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


Our 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
Cecilia Bernescu

Cecilia Bernescu

Client Service Specialist

Sandra Reynolds

Sandra Reynolds

Marketing Consultant