Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Family Finances
  • Charitable Giving
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Intergenerational Planning

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • ChFC® Chartered Financial Consultant®

Education

  • BS, 1983, Mathematics, St. Lawrence University

Awards & recognition

  • Barron’s Top 1,200 Financial Advisors, 2018 - 2023
  • Ameriprise Chairman's Advisory Council, 2005-2024
  • Ameriprise Circle of Success, 2002-2021, 2023
  • Five Star Wealth Manager, 2012, 2013, 2014, 2015
  • Ameriprise Hall of Fame, Inducted in 2012

Community participation

We understand just how vital it is to have a team that gets along, operates efficiently, and cultivates a productive work atmosphere, and we work every day to provide such an environment. We treat our employees the way we’d like to be treated. It’s very simple; Munn & Associates is a family!

Interests

  • I have been working with clients in this business for more than 26 years and have learned to appreciate what is important in their lives. This has had a positive impact on my perspective as well.
  • Spending time with my family, playing golf and platform tennis (paddle), all help keep my life in balance.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.