Munster Financial, LLC

About

Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.

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Our Approach  

Meet Our Team

Gregory Munster, CFP®, CRPC®

Managing Principal

Phone: 614.573.0115
Email: greg.munster@wfafinet.com
For over three decades, Gregory Munster has been providing comprehensive wealth management plans to people from all walks of life.  As a NFLPA Registered Financial Advisor, he has a special proficiency in developing investment gameplans for athletes by coordinating with their families, agents and accountants.  Greg’s difference is that he has been a long-term partner – with over 30 years of industry experience and working with a countless number of athletes, utilizing forethought to help guide them around common pitfalls while active AND employing the know-how to help them transition to life after the final buzzer.  Greg has guided many athletes who have transitioned from playing to coaching at both the collegiate and professional levels, or pursued careers in law or other professions.

 

After beginning his career with Morgan Stanley and Merrill Lynch, Greg established Munster Financial, LLC to truly serve the best interests of his clients.  Whether it’s building an account for a senior’s retirement or a plan for optimizing a young athlete’s sudden wealth, he pulls together a client’s professional network (i.e. tax & legal advisors, sports agents) to give them the full outlook.  Along with a degree from The Ohio State University, Greg has earned the Certified Financial Planner® (CFP®) and Chartered Retirement Planning Counselor® (CRPC®) designations.

 

Greg’s community involvement includes current and past roles as a board member of LifeCare Alliance, alumni board of The Columbus Academy, member of The Ohio State University Alumni Association, and participation with the Columbus Jewish Foundation and Federation.  In addition, he sits on the board of the New Albany Home Owners Association, and is a member of the New Albany Chamber of Commerce.  He is also a volunteer and member at Muirfield Village Golf Club that hosts the Memorial Tournament benefitting Nationwide Children’s Hospital. 

 

Greg and his wife live in New Albany, Ohio, where they are raising three wonderful children.  Greg especially enjoys his time coaching his children’s sports teams.  In his free time, you’ll find him golfing, biking, or skiing. 

1This is not an endorsement of the NFLPA.

CA Insurance License Number: 0F29157. Resident State OH.

Sandra Noel

Senior Branch Administrator

Phone: 614.573.0129
Email: sandy.noel@wfafinet.com
Sandra Noel joined Munster Financial in early 2014 as a Senior Client Associate.  With over twenty years of industry experience, Sandy focuses on the unique needs of high net worth individuals, families and businesses.  Sandy has been known for her unparalleled attention to service, detail and client satisfaction.  Sandy began her career working at Fidelity Investments in Cincinnati, Ohio in sales and service, then as a retirement specialist.  She also worked in the private client groups of Merrill Lynch and Wells Fargo Advisors in Columbus, Ohio.  Sandy utilizes her experience as a past operations specialist and administrative assistant to provide the best full service customer experience possible.

 
Sandy grew up in Granville, Ohio and received her Bachelor’s Degree in Communications from The Ohio State University.  She and her husband, John, have two sons and live in New Albany, Ohio.  Active in her community, Sandy is involved in the New Albany Women’s Network and participates in the New Albany Walking Classic.  Sandy is a member of The Ohio State University Alumni Association and the Chi Omega Alumnae Association.  When out of the office, she enjoys spending time with her family and friends, traveling, and reading.
Joseph H. Mathias

Joseph H. Mathias, AAMS, ChFC, RICP

Senior Financial Advisor

Phone: 614.881.1073
Email: jmathias@wfafinet.com
Joseph H. Mathias entered the financial service industry in 2009 during one of the most challenging recessions in U.S. history. For the last 12 years Joe has formed many deep relationships by partnering with families and small business owners in the Columbus area as well as from Florida to Oregon, and together, they formulated financial strategies that have assisted them in providing direction toward their long-term financial goals.

His career as a Financial Advisor was preceded by a 33-year career in the real estate development industry. For 27 of those years Joe was employed by one of the largest publicly held builders in America (Centex Homes Corporation which merged with Pulte Homes) where he started as a Corporate Internal Auditor.  He also held positions of Controller, Vice President of Finance, and for 15 years was Division President of the Columbus Division. 

In 2009 Joe became a Financial Advisor with Edward Jones, opening their second office in Worthington.  He remained there until 2016 when he joined forces with Wells Fargo Advisors Financial Network.

Joe currently holds the Accredited Asset Management Specialist (AAMS® designation from the College of Financial Planning, the Chartered Financial Consultant (ChFC®) and the Retirement Income Certified Professional (RICP®) designation from the American College of Financial Services, as well as the Series 7 and Series 66.  He earned his BA in Accounting from Harding University.

Joe and his wife, Cherie, live in Gahanna. They have been blessed with 3 wonderful children and 5 grandchildren. When Joe is taking a break from serving his clients, he enjoys golf, painting & cooking with Cherie, watching the 4 golf major championships, and reading.


Joe’s favorite quote is from John Wooden (10-time NCAA National Championship coach at UCLA): 

“Talent is God-given. Be humble. Fame is man-given. Be grateful. Conceit is self-given. Be careful.”
Why Invest With Us

Why Invest With Us

Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.

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Why Invest With Us

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (AZ, CA, CT, FL, IL, IN, MA, ME, MI, MO, NC, NH, NJ, NY, OH, PA, TX). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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