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

Advisor photo for Bill Munn

Bill Munn

CFP®, APMA, ChFC®

Private Wealth Advisor

Visit Bill Munn's website
Advisor photo for Paul G Castro

Paul G Castro

CFP®, MS, APMA

Financial Advisor

Visit Paul G Castro's website
Advisor photo for Seth Courtwright

Seth Courtwright

CFP®

Financial Advisor

Visit Seth Courtwright's website
Advisor photo for Brian McDaid

Brian McDaid

CFP®

Private Wealth Advisor

Visit Brian McDaid's website
Advisor photo for Jorge Ciprian

Jorge Ciprian

CFP®, CRPC, CRPS, APMA

Financial Advisor

Vice President of Munn & Associates
Visit Jorge Ciprian's website
Advisor photo for Walter J Loin

Walter J Loin

MS, CFP®, ChFC®, CLU®

Associate Financial Advisor

Chief Financial Officer of Munn & Associates
Visit Walter J Loin's website
Advisor photo for Laura Grasso

Laura Grasso

CFP®, CRPC, APMA

Private Wealth Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Laura Grasso's website
Advisor photo for Jonathan Philport

Jonathan Philport

Financial Advisor

Visit Jonathan Philport's website
Advisor photo for Mark Cinotti

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