90 Crystal Run Road
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...
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...
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...
Financial Advisor - Candidate for CFP® Certification
In her role as a Financial Advisor, Sarah works closely with the firm’s Chief Investment Officer to understand the wants, needs, and long-term goals of their clients. Sarah uses that information to develop...
In addition to our high level of service and attention to our clients, our qualifications also help us stand out. Our founder, Bill Krivicich, is a Chartered Financial Analyst.
A Chartered Financial Analyst®, or CFA®, is a globally-recognized professional designation given by the CFA Institute that certifies the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering accounting, economics, ethics, money management, and security analysis.
The CFA® charter is one of the most respected designations in finance and is widely considered to be the gold standard in the field of investment analysis.
We are always learning and getting better for our clients. Contact us today to learn more.
We are independent financial advisors, meaning that we aren’t tied to any proprietary product sales or motivated by commission. We have the flexibility to recommend investments that are right for your personal situation and work for you.
In continuing our partnership with clients, we work best with clients who appreciate a mutual relationship of trust. We trust our clients to provide us with the most accurate data, and they trust us to make financial recommendations that are in their best interest.
We believe in not only educating ourselves on the ever-changing financial landscape, but also educating our clients on their investment decisions. We want to help simplify your financial life by showing you the steps it takes to build a comprehensive financial plan.
We are problem solvers by nature and are motivated by the everyday challenges of this industry. Whether it’s market changes or adjustments to our clients’ goals, we enjoy thinking outside of the box and coming up with tangible, realistic solutions.