Meet The Team

Karl Mundt

MBA, CFP®, CPWA®

CERTIFIED FINANCIAL PLANNER® practitioner

Financial Advisor, RJFS

President

karl@trailridgefinancial.com

Karl Mundt, founder of Trail Ridge Financial, is a CERTIFIED FINANCIAL PLANNER™ and Certified Private Wealth Advisor®. His path to financial planning was anything but a straight line. Born in Durham, North Carolina, and raised in the...

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Catherine McCann

Catherine McCann

Business Operations Coordinator

Danielle Shuirman

Danielle Shuirman

Client Service Manager

We are proud to align with Raymond James.

Our Broker-Dealer

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