Utilizing
Over
90 years of…
combined industry experience.
We offer a full range of carefully tailored financial planning solutions, catering to high net worth individuals and families, successful business owners, and professionals seeking to reach personal goals, while helping to build and protect wealth. Our expertise and financial toolbelt includes 401k Planning, Defined Benefits, Profit Sharing, SIMPLE, SEP, Cash Balance and more.
We’re Here for You.
Today’s financial world is changing at a record pace on a global level. We believe that between the myriad of products, companies, strategies, and complex tax laws, staying current and making prudent decisions can be challenging for even the most seasoned and intelligent professionals. Navigating these waters successfully is difficult, and often requires a significant time commitment. Time is our greatest asset. We believe the ability to surround yourself with a team of knowledgeable professionals is of paramount importance to the long-term success of your plan.
A PLAN THAT DOES IT ALL,
So You Don’t Have To.
CLIENTS DESERVE A LEADER IN COMPREHENSIVE FINANCIAL SERVICES
RICHARD MUNCASTER, AIF®, LUTCF®
President | CEO
As President and CEO of Muncaster Financial Group, Richard aims to deliver
personalized care and financial expertise as our clients pursue and achieve their unique financial goals.
THOMAS SIMMONS, CPA
Vice President | CFO
Thomas serves as Vice President and CFO at Muncaster Financial Group. His highest priority is to deliver exceptional advice and value to our clients, diligently seeking to understand their personal circumstances, resources, needs, and goals.
TRICIA SMITH, AIF®
Retirement Plan Specialist
Tricia serves as our Retirement Plan Specialist, with the goal of creating effective retirement plans to protect clients’ wealth. Her expertise in optimizing plan designs and implementing proactive solutions provides sound guidance.
BRYAN NEWTON
Private Wealth Associate
Bryan joined the Muncaster Financial Group team in 2022 and serves as a Private Wealth Associate at the firm. Bryan works with firm clients by designing, implementing, and maintaining comprehensive financial plans for business owners, individuals, and families.
Sheri Muncaster
Business Development Specialist
As the Business Development Specialist, Sheri brings a wealth of experience to the table. Her background spans from business development in the higher education space to interior design and consulting, as well as planning company events to inspire and promote relationship building.
DEBBIE BROWN
Administrative Associate
Debbie fulfills the role of Administrative Associate, working alongside our financial executives as they deliver first-class customer service. Her role is key in performing administrative duties for clients, while keeping the team on track with her attention to detail.
JAMES WELLS
Private Wealth Associate
James serves as a Private Wealth Associate at Muncaster Financial Group. His highest priority is supporting the day-to-day operations of the firm as well as assisting both our Private Wealth Advisors and our Retirement Plan Specialists with their needs.
CLAUDIA ROE
Marketing Coordinator
Claudia serves as Marketing Coordinator for Muncaster Financial Group. Her primary goal is to foster meaningful connections with clients and elevate MFG’s brand presence through creative and strategic initiatives.
We pride ourselves in delivering the highest quality of service and focused attention our clients have come to know and expect. We aim to establish a long-term, mutually beneficial relationship, through which we implement our knowledge and expertise to help ensure what you have built is protected along life’s journey.
