Munn Wealth Management, LLC

David Munn is a CFP® with 17 years of industry experience and is a financial advisor at Munn Wealth Management, LLC in Maumee, OH. His prior firms include Coastal Equities, Inc. and Purshe Kaplan Sterling Investments. Outside of advising, he serves as treasurer and chair of the finance committee at Westgate Chapel Church. Munn Wealth Management advises individual and institutional clients, including high-net-worth individuals and various entities. The firm provides asset management and financial planning services, typically managing assets on a discretionary basis using model strategies and proprietary and third-party investment approaches.

Laura Walker is a financial advisor at Munn Wealth Management, LLC with 16 years of industry experience. She holds a Series 66 designation and has worked at Munn Wealth Management since 2010. In addition to her advisory role, she is an attorney and also operates The Mill House Bed & Breakfast in Grand Rapids, Ohio. Munn Wealth Management serves individual and institutional clients, providing asset management and financial planning with access to affiliated tax, legal, and estate-planning services. The firm employs a range of proprietary and third-party strategies to manage assets primarily on a discretionary basis based on client risk profiles.

Daniel Garvin is a financial advisor at Munn Wealth Management, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes positions at Impact Partnership Wealth, World Equity Group, Health Trust Financial, Triumph Wealth Advisors, and APEX Wealth Management. Outside of advisory work, Garvin is a notary and owns a tax preparation business that utilizes a cloud-based service. Munn Wealth Management advises individual and institutional clients, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides asset management and financial planning services, often managing assets on a discretionary basis through proprietary and third-party strategies, and offers affiliated tax preparation and legal services.

Daniel Acheson is a CFP® with seven years of industry experience, currently serving at Munn Wealth Management, LLC. His prior work includes roles at Munn Tax Services, Bank of New Hampshire, and the Colorado Springs Sky Sox Baseball Club. He is involved in tax preparation through Munn Tax Services. Munn Wealth Management provides portfolio management, financial planning, and tax preparation services to a diverse client base including individuals, trusts, foundations, and business entities. The firm uses model-driven investment approaches tailored to client risk profiles and offers ancillary services such as in-house tax preparation and legal support.

Michael Wood is a financial advisor at Munn Wealth Management, LLC, with 25 years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Coastal Equities, Inc., Camelot Advisors, LLC, Next Financial, and Wood and Associates. Munn Wealth Management serves individual and institutional clients, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm provides asset management and financial planning supported by affiliated tax preparation and legal and estate-planning services, managing assets primarily on a discretionary basis through a range of proprietary and third-party investment strategies.

Mahamed Moubarak is a CFP® professional with five years of experience at Munn Wealth Management, LLC and additional experience at Quicken Loans, LLC and WorldBridge Partners, LLC. He holds health and life insurance licenses in Michigan, Ohio, and Illinois. Moubarak also worked in retail at Dave's Running Shop for six years. Munn Wealth Management serves individual and institutional clients, including high-net-worth individuals and various types of plans and organizations. The firm provides asset management and financial planning with a focus on discretionary management using investor profiles and risk-tolerance assessments, incorporating proprietary and quantitative strategies alongside third-party managers and alternative investment techniques.