Our Mission is to provide simplicity, in terms you can understand, to a holistic financial planning process. We aim to coach and educate the public on the core values of the Mundell Group. We start with a three-appointment process. The first appointment is gathering information. The second appointment is to present a full financial plan IN WRITING. The third appointment is choosing one item from the full financial plan and tackling that concern. Finally, through ongoing reviews, we continue to build out the plan.
Meet the Team
James F. Mundell
Financial Services Professional
James F. Mundell is president and primary financial advisor for the Mundell Group. James attended Walsh University to kick off his financial career. Working for companies such as Prudential Insurance, Financial Horizons, and Banc One, he completed his Life, Health, & Annuity Licensing as well as his Securities Licensing to become a stockbroker. However, in 2008, Jim converted his broker’s license to a fee-based planner as an Investment Advisor and Fiduciary under the firm he established, Mundell Asset Management, LLC. Jim’s recent activities include advising clients on the core values of the Mundell Group, which include: ‘The Team Planning Approach’, the color of money, the 4 pillars of the U.S. economy, the rule of 100, and retirement and estate planning. He has authored news articles for papers such as the Senior Forum and spoken at more than 300 public venues on his series, “Common Mistakes Retirees Make.” Jim is in the process of writing his own book which will continue to educate the public about their retirement planning needs. He is also developing two new series regarding “In Case of Loss for Significant Others Left Behind” and “Forward-Thinking”, which is a discussion about concerns you should be looking for in the future, that no other advisors are talking about.
Jim grew up in Uhrichsville, Ohio. After high school, Jim joined the United States Army where he served for four years. He served in Fulda, Germany, on the border of East and West Germany, and later participated in Desert Storm in Saudi Arabia. Throughout his service, he received numerous honors for his achievements. Now Jim resides in Canal Fulton, Ohio with his wife, Joanne. They have two adult children and four grandchildren. When he is not in the office or sitting face to face with his client, Jim hosts a radio show on WNIR 100.1 FM every Sunday afternoon from 2:00pm-3:00pm called “Retirement Strategies.” The show has found much success since 2008!
Joanne D. Mundell
Office Manager
Joanne Mundell serves as the primary office administrator and compliance officer for the Mundell Group. With 20 years of experience in the family business, she has developed a solid background in customer service and regulatory compliance. Recently, she has concentrated on strengthening client relationships and collaborating with partner companies. Joanne has been instrumental in the growth of both the Mundell Group and Mundell Asset Management, LLC, where the core values emphasize teamwork and a sincere commitment to the well-being of others.
Living in Canal Fulton with her husband, James, Joanne treasures her time with her grandchildren. She is a source of positive energy in the office, enhancing morale and inspiring those around her. Her deep understanding of the company’s services makes her an invaluable asset to the team.