Meet our Team

We believe clients are best served by working with a team of qualified professionals, as it is impossible for one person to do everything well.  This team includes not only our employees, but also external strategic partners as well as our clients' personal advisors (CPA, attorney, etc.).

In 1998, Darren Munn began what would in 2002 become Munn Wealth Management.  As he worked with more clients, Darren recognized the value of using a team approach, where multiple professionals—with varying specializations—collaborate to serve each and every client. 

Subsequently, our team has grown—both in size and scope--to include members with five different professional designations.

Each client is served by a lead advisor, with collaboration from our advisory, investment and support teams.  All investment decisions are made by an investment committee of portfolio managers and research analysts who are led by Chief Investment Officer, Darren Munn, CFA. 

Our clients have regular communication with their lead advisor through phone calls, email and face-to-face meetings to track progress toward personal objectives and make changes as needed. 

Our compensation is calculated as a percentage of assets being managed, hourly, retainer, or project-based.  All fees are disclosed at the commencement of a client engagement and remain fully transparent throughout.

Advisory Team

 David Munn, CFP® / President

David Munn, CFP® / President

 Dan Acheson, CRPC®

Dan Acheson, CRPC®

 Josh Mudse, CFP®

Josh Mudse, CFP®

 Laura Noble Walker, JD

Laura Noble Walker, JD

 Grant Sims, CFP®

Grant Sims, CFP®

 Gloria Sheline, CFP®, CFA

Gloria Sheline, CFP®, CFA

Investment Team

 Darren Munn, CFA / CEO / CIO

Darren Munn, CFA / CEO / CIO

 Sarah Berndt

Sarah Berndt

 Drew Steinman, CPA

Drew Steinman, CPA

Support Team

 Carol Kowalski, Administrative Assistant

Carol Kowalski, Administrative Assistant

 Rebecca Perez, Executive Assistant

Rebecca Perez, Executive Assistant

 Sarah Light, Administrative Assistant

Sarah Light, Administrative Assistant

 Cindy Westlake, Office Manager

Cindy Westlake, Office Manager

 Jamie Moan, Relationship Manager

Jamie Moan, Relationship Manager

 Alia Wolaver, Relationship Manager

Alia Wolaver, Relationship Manager