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



Our advisors

Bill Munn, Private Wealth Advisor serving the Paramus, NJ area - Ameriprise Advisors

Bill Munn

CFP®, APMA®, ChFC®

Private Wealth Advisor

Learn more about Bill Munn Visit Bill Munn's website
Paul G Castro, Financial Advisor serving the Paramus, NJ area - Ameriprise Advisors

Paul G Castro

CFP®, MS, APMA®

Financial Advisor

Learn more about Paul G Castro Visit Paul G Castro's website
Seth Courtwright, Financial Advisor serving the Paramus, NJ area - Ameriprise Advisors

Seth Courtwright

CFP®, APMA®

Financial Advisor

Learn more about Seth Courtwright Visit Seth Courtwright's website
Jonathan Philport, Financial Advisor serving the Paramus, NJ area - Ameriprise Advisors

Jonathan Philport

APMA®, AWMA®

Financial Advisor

Learn more about Jonathan Philport Visit Jonathan Philport's website
Jorge Ciprian, Financial Advisor serving the Paramus, NJ area - Ameriprise Advisors

Jorge Ciprian

CFP®

Financial Advisor

Vice President of Munn & Associates
Learn more about Jorge Ciprian Visit Jorge Ciprian's website
Julie Wendholt, Financial Advisor serving the Paramus, NJ area - Ameriprise Advisors

Julie Wendholt

APMA®

Financial Advisor

Vice President of Munn & Associates
Learn more about Julie Wendholt Visit Julie Wendholt's website
Laura Grasso, Private Wealth Advisor serving the Paramus, NJ area - Ameriprise Advisors

Laura Grasso

CFP®, CRPC®, APMA®

Private Wealth Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Learn more about Laura Grasso Visit Laura Grasso's website
Mark Cinotti, Financial Advisor serving the Paramus, NJ area - Ameriprise Advisors

Mark Cinotti

CFP®, APMA®

Financial Advisor

Learn more about Mark Cinotti Visit Mark Cinotti's website
Richard Byank, Financial Advisor serving the Paramus, NJ area - Ameriprise Advisors

Richard Byank

CFP®, CRPC®, ChFC®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Richard Byank Visit Richard Byank's website
Steven Castrello, Financial Advisor serving the Paramus, NJ area - Ameriprise Advisors

Steven Castrello

APMA®

Financial Advisor

Learn more about Steven Castrello Visit Steven Castrello's website
Walter J Loin, Associate Financial Advisor serving the Paramus, NJ area - Ameriprise Advisors

Walter J Loin

CFP®, MS

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
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