Munn & Associates

Our team strives to provide financial expertise focused on you and your goals. Together, we provide clients access to a breadth of expertise and special focus areas and offer an ongoing dedication to exceptional service.



Advisors

Bill Munn

Bill Munn

CFP®, APMA®

Private Wealth Advisor

Visit Bill Munn's website
Paul G Castro

Paul G Castro

CFP®, MS, APMA®

Financial Advisor

Visit Paul G Castro's website
Seth Courtwright

Seth Courtwright

CFP®

Financial Advisor

Visit Seth Courtwright's website
Brian McDaid

Brian McDaid

CFP®

Private Wealth Advisor

Visit Brian McDaid's website
Jorge Ciprian

Jorge Ciprian

CFP®

Financial Advisor

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

Anthony Sciuto

Financial Advisor

Visit Anthony Sciuto's website
Walter J Loin

Walter J Loin

CFP®, MS

Associate Financial Advisor

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

Laura Grasso

CFP®, CRPC®, APMA®

Private Wealth Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Visit Laura Grasso's website
Richard Byank

Richard Byank

CFP®, CRPC®, ChFC®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Richard Byank's website
Jonathan Philport

Jonathan Philport

CRPC®, APMA®, AWMA®

Financial Advisor

Visit Jonathan Philport's website
Mark Cinotti

Mark Cinotti

CFP®, APMA®

Financial Advisor

Visit Mark Cinotti's website
Steven Castrello

Steven Castrello

Financial Advisor

Visit Steven Castrello's website

Team

Glen Forrest

Glen Forrest

Business Development Manager,

Chief Operating Officer
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