Utilizing
Over
80 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.
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
As a Private Wealth Associate, Bryan supports the lead advisors with designing comprehensive financial plans for individuals and families, participating in client meetings, performing client services, and regularly reviewing clients’ portfolios.
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 assisting in the day-to-day operations for the firm as well as providing help to both our Private Wealth Advisors and our Retirement Plan Specialists with anything they may need.
We pride ourselves in delivering the highest quality level of service and focused attention our clients have come to know and expect. Our goal is 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.