Munn & Associates

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.


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Team photo for Munn & Associates
Team photo for Munn & Associates

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Advisors

Paul G Castro

CFP®, MS, APMA

Financial Advisor

Visit Paul G Castro's website

Seth Courtwright

CFP®, APMA

Financial Advisor

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Brian McDaid

CFP®

Private Wealth Advisor

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Frederick Schuldt

CLTC®

Financial Advisor

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Jorge Ciprian

CFP®, CRPC, CRPS, APMA

Financial Advisor

Vice President of Munn & Associates
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Walter J Loin

MS, CFP®, ChFC®, CLU®

Associate Financial Advisor

Chief Financial Officer of Munn & Associates
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Laura Grasso

CFP®, CRPC, APMA

Private Wealth Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
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Jonathan Philport

Financial Advisor

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Mark Cinotti

CFP®, APMA

Financial Advisor

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Julie Wendholt

CFP®, APMA, CDFA®

Financial Advisor

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


Team

Glen Forrest

Glen Forrest

Business Development Manager

Qualifications

  • BA, 1986, Economics and Business, Lafayette College
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Claudia  Rivera

Claudia Rivera

Office Manager

Qualifications

  • 1994-present, Munn & Associates
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Lenay Courtwright

Lenay Courtwright

Investment Manager

Thomas Teschic, CRPC™

Thomas Teschic, CRPC™

Financial Planning Specialist

Qualifications

  • CRPC®
  • BS, 2005, Finance and Management, Montclair State University
  • 2007-present, Munn & Associates
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Erica Grimm

Erica Grimm

Operations Specialist

Qualifications

  • 2003-present, Munn & Associates
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Suzanne Loin

Suzanne Loin

Client Service Specialist

Karen Mullin

Karen Mullin

Client Service Coordinator

Marci Peyser

Marci Peyser

Client Service Specialist,

Marketing Manager
Sandra Reynolds

Sandra Reynolds

Marketing Consultant

Cecilia Bernescu

Cecilia Bernescu

Client Service Specialist