90 Crystal Run Road
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
CEO/Chief Investment Officer
Bill is the founder of Mundi Financial and brings his 20 plus years of experience to the firm. He started his career in asset management and wanted to start his own firm to be able to serve his clients more intimately. Bill has...
VP Investor Relations
Ida is our Vice President of Investor Relations and she’s a key person when it comes to communication with the firm’s clients. She provides direct support and is responsible for establishing and maintaining accounts and...
As our Vice President of Operations, Jannine provides back office support for the firm and handles operations, including database management, HR, payroll, marketing, compliance, and much more. She wears many hats at the firm and brings...