Customized, comprehensive financial planning and wealth management.
I started my career as a CPA with Coopers & Lybrand (now called PriceWaterhouseCoopers) , and was recruited to Sprint, where I spent 25 years in Finance, Marketing and Sales Management. During this tenure, gained great corporate experience, and skills in all three areas of the business. Additionally, I gained significant HR skills as a manager (both in hiring and retaining employees, as well as managing humanely and effectively during nearly annual layoffs). Separately, I was honored as a top 5% employee (Presidents Club) during both my Marketing and Sales tenures. I retired from Sprint to return to my accounting roots as a financial advisor and am proud to serve both former customers and employees as well as those I meet and connect with.
I listen first, work in a team environment where we collaborate and share our clients, and provide a proprietary strategy which helps protect clients in down markets, while also exploiting growth during strong markets.
Munn & Morris Financial Advisors