Munn Wealth Management, LLC

David Munn is a Certified Financial Planner® with 16 years of industry experience. He is a principal at Munn Wealth Management, LLC, where he has worked since 2012, and previously held roles at Coastal Equities, Inc. and Purshe Kaplan Sterling Investments. Outside of his advisory work, Munn serves as treasurer and chair of the finance committee at Westgate Chapel Church. Munn Wealth Management provides portfolio management, financial planning, and tax preparation services to individuals, trusts, foundations, pension and profit-sharing plans, corporations, and other business entities. The firm manages approximately $209.6 million across more than 1,800 accounts, employing model-driven investment strategies tailored to clients’ risk tolerance and time horizons.

Laura Walker is a financial advisor at Munn Wealth Management, LLC with 15 years of industry experience. She holds a Series 66 designation and has worked at Spengler Nathanson, PLL, Munn Wealth Management, and Camelot Portfolios. In addition to her advisory work, she is the owner of Laura N. Walker, Attorney at Law, and serves as an innkeeper at The Mill House Bed & Breakfast in Grand Rapids, Ohio. Munn Wealth Management provides portfolio management, financial planning, and tax preparation services to individuals, trusts, foundations, pension and profit-sharing plans, corporations, and other business entities. The firm manages approximately $209.6 million across over 1,800 accounts, employing model-driven investment strategies tailored to client risk profiles.

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 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Coastal Equities, Camelot Advisors, and Next Financial. Wood’s outside activities include involvement in fixed insurance product sales on a limited basis. Munn Wealth Management provides portfolio management, financial planning, and tax preparation services to individuals, trusts, foundations, pension and profit-sharing plans, corporations, and other business entities. The firm manages approximately $209.6 million across more than 1,800 accounts and employs model-driven investment strategies tailored to client risk profiles.

Mahamed Moubarak is a CFP® professional at Munn Wealth Management, LLC with five years of industry experience. His prior work includes roles at Quicken Loans, WorldBridge Partners, and Goodwill Industries of Northwest Ohio. He also held a position at Dave's Running Shop for six years. Additionally, Mr. Moubarak holds health and life insurance licenses in Michigan, Ohio, and Illinois. Munn Wealth Management provides portfolio management, financial planning, and tax preparation services to individuals, trusts, foundations, pension and profit-sharing plans, corporations, and other business entities. The firm manages approximately $209.6 million across more than 1,800 accounts, using model-driven investment strategies tailored to client risk tolerance and time horizon.