The Team

Munn & Associates
Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Bill Munn

Bill Munn

Private Wealth Advisor

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Designations

CFP®, APMA®, ChFC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education

Education

BS, 1983, Mathematics, St. Lawrence University
CA Insurance #0B99050

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Paul G Castro

Paul G Castro

Financial Advisor

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Designations

CFP®, MS

Top Areas of Focus

  • Retirement Income Strategies
  • Employee Stock Options
  • Women's Financial Strategies

Education

Bachelor of Financial Administration, University of New England (Australia) 1986, Master of Science, Personal Financial Planning Major, 2013

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Our Staff

Claudia Rivera

Claudia Rivera

Office Manager

Glen Forrest

Glen Forrest

Business Development Manager

Chief Operating Officer
Walter Loin

Walter Loin

Associate Financial Advisor

Chief Financial Officer
Tom Teschic

Tom Teschic

Paraplanner

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Qualifications

  • CRPC®
Lenay Courtwright

Lenay Courtwright

Paraplanner

Erica Grimm

Erica Grimm

Executive Assistant

Karen Mullin

Karen Mullin

Administrative Assistant

Suzanne Loin

Suzanne Loin

Financial Planning Assistant

Marci Peyser

Marci Peyser

Client Service Manager