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
President, Financial Advisor
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 in the past 16 years!
Joanne D. Mundell
Office Administrator, Compliance Officer
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, and their husky, Xander, 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.
Caty Mundell
Marketing Director, Life Insurance Agent, Practice Apprentice
Caty Mundell is a dedicated Administrative Assistant and New Business Specialist with over eight years of experience in the financial industry. Balancing her professional life with being an army wife and a mother of two, Caty excels in creating organized and efficient workflows that support her team and clients alike.
Known for her strong communication skills and attention to detail, Caty plays a crucial role in streamlining operations and fostering new business opportunities. Her passion for helping others is evident in her work, as she thrives on building relationships and finding solutions that meet client needs.
Outside of work, Caty is a proud mom to two energetic kids and a loving owner of three dogs. When she’s not managing her professional responsibilities, you can find her enjoying family adventures, baking family recipes, or simply relaxing with her furry companions. Caty’s unique blend of skills, family values, and commitment to excellence make her an invaluable asset in any setting.
Zach Mundell
Licensed Life and Annuity Agent | Associate Advisor Apprentice
Zach is a dedicated Licensed Life and Annuity Agent and an Associate Advisor Apprentice with the Mundell Group, currently in his final year of college. With a strong passion for finance and a commitment to helping clients secure their financial futures, he is gaining valuable hands-on experience in the industry.
His academic background equips him with a solid foundation in financial principles, while his apprenticeship allows him to apply this knowledge in real-world scenarios, working closely with clients to tailor solutions that meet their unique needs.
Zach is an integral part of our succession plan here at the Mundell Group and is poised to lead the company into the future. He is co-host with Jim on WNIR 100.1 FM “Retirement Strategies”. Outside of his professional pursuits, Zach enjoys working on trucks, riding motorcycles, and spending time with family and friends. With a bright future ahead, he is excited to continue developing his expertise in the financial sector and making a positive impact on the lives of those he serves.