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Our Associates

Please select an associate to view his or her profile:

Partners

Mary Grace Musuneggi, CLU, ChFC, CFS, RFC
Christopher S. Musuneggi, CFS, RFC

Advisors

David HolzerDavid L. Holzer
Joseph R. Markiewicz
Katie MartinKatie Martin
Christine Pikutis-Musuneggi, CRPC®, CLTC, LACP
Heather Reynolds
Mike O’Shurak
Jan Weinheimer

Client Services & Communications

Trinity Barnes
Danielle Burns

 

© 2022 The Musuneggi Financial Group. All Rights Reserved.

Interested in an initial first (free) consultation? Check our calendars and set an appointment here.

1. Securities offered through Grove Point Investments, LLC, member FINRA/SIPC.. Investment Advisory Services offered through Grove Point Advisors, LLC. Grove Point Investments, LLC & Grove Point Advisors LLC are subsidiaries of Grove Point Financial, LLC. The Musuneggi Financial Group, LLC is not affiliated with Grove Point Financial, LLC or its subsidiaries. Financial Professionals may only discuss or transact business with residents of state(s) and jurisdiction(s) in which they are properly registered or licensed. Click here to view Form CRS.

2. Check the background of this firm on FINRA's BrokerCheck.