Advisory Team

David Munn, CFP / President

David Munn, CFP / President

Investment Team

Darren Munn, CFA / CEO / CIO

Darren Munn, CFA / CEO / CIO

Support Team

jamie moan

jamie moan

grant sims, cfp

grant sims, cfp

 
Sarah Berndt

Sarah Berndt

 
cindy westlake

cindy westlake

josh mudse, cfp

josh mudse, cfp

 
drew steinman, cpa

drew steinman, cpa

 
carol kowalski

carol kowalski

Laura Noble Walker, JD

Laura Noble Walker, JD

 
 
 
rebecca perez

rebecca perez

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.