Darren Munn, CFA - President and Lead Manager, Darren T. Munn, has managed custom portfolios since 2001.  He has successfully navigated clients through 2 extreme down markets and helped clients continue to meet their investment objectives during challenging times. Darren Munn has assembled one of the most extensive resumes in the industry and is committed to continuous learning.  A Summa Cum Laude graduated from the University of Toledo, Darren has since earned the Chartered Financial Analyst (CFA) and Certified Wealth Consultant (CWC) designations to complement six industry licenses.

Darren’s vision is to help people and institutions make smart choices about their money so they can live life on purpose.  Each portfolio is developed based on the client’s values with the intent of freeing them from the burden of financial management.  Darren has built a track record of successful investment management, providing client’s confidence in achieving their financial goals.  By having a realistic understanding of risk, Darren has established one of the most unique Private Portfolio Management programs available today.

Stephen Hanley - Stephen Hanley is focused on serving Investment Professionals and their clients.  He has an analytical background with a degree in actuarial mathematics, graduate work in economics and over 8 years experience as a research analyst and portfolio manager. Combining his service experience with his analytical background allow for an in depth level of management, research and communication.

Steve’s vision is to help financial representatives design and implement creative investment solutions for their clients.   He is focused on communicating, researching and managing the time tested philosophies of Camelot Portfolios.  He believes that a well designed plan, combined with a customized and flexible investment strategy can meet the client’s long term goals.

You may contact Steve by emailing him at stephenhanley@camelotportfolios.com or by calling the main office.

Laura Noble, JD - As a Relationship Manager and Wealth Consultant for Camelot Portfolios, Laura counsels Investment Professionals and their clients in wealth preservation and wealth transfer strategies. Laura’s vision is to strengthen families, generation to generation, by creating opportunities for them and their advisors to engage in values-based planning which places emphasis on life experiences, faith, family traditions, stewardship and philanthropy. 

Laura has more than ten years of experience in wealth management having served advisors and affluent clients in the areas of investment management, banking, estate planning and charitable gift planning.  Laura received her Bachelor of Arts in Business/Pre-Law from Bowling Green State University and her Law Degree from The University of Toledo, College of Law. She serves on the Boards of New Hope Christian Community Foundation and Toledo Children’s Hospital. Laura is also an active member of Kingdom Advisors and is pursuing certification as a Certified Wealth Consultant through the Heritage Institute.

You may contact Laura by emailing her at lauranoble@camelotportfolios.com or by calling the main office.

Jason Born, CFA - Jason began his work in the investment industry as a research associate for a manager of large mutual funds in 1996. Since those beginnings he has accepted greater responsibility for managing clients’ most complex investment needs, progressing to analyst then portfolio manager at a large super-regional bank.

His specialties include hedging and diversifying portfolios concentrated in a single stock or mutual fund, allocating risk using appropriate diversification, and finding value in the market place by employing a margin-of-safety concept to decision making.

Jason graduated with a Bachelor’s degree in Finance and Accounting from Ashland University. He earned an MBA from Case Western Reserve University in Cleveland, OH. Jason continued his quest for knowledge by earning the Chartered Financial Analysts (CFA) designation, a three year commitment to studying, from the CFA Institute. He is an active board member and volunteer at the Bowling Green Church of The Nazarene.

Matthew Moses – Matthew Moses works as an Internal Rep Relations Specialists and is responsible for helping Investment Professionals and their clients achieve their financial goals by implementing Camelot’s investment solutions. He graduated from the University of Toledo with a Bachelors in Entrepreneurship, Family and Small Business and has since focused on continuing his education with a focus on marketing and strategic planning.

Matthew's vision is to help financial representatives grow their business by offering creative investment and marketing solutions. He is focused on bringing the highest level of service to investment professionals and their clients and continuing his education to best meet the needs of those he serves. He recently obtained the Series 65 license, the Uniform Investment Advisor Law Exam.

You may contact Matthew by emailing him at mmoses@camelotportfolios.com or by calling the main office. 

Vicky Bratton - Vicky comes with over 25 years of financial services experience, including 13 as a mortgage processor. She has earned numerous professional certificates and is an acting Notary Public. She currently serves as Administrative Assistant where she works closely with clients to establish and service accounts.

Vicky and her husband, Norm, have 3 grown sons and 2 daughters-in-law. They count it a privilege to serve at Bethany Baptist Church by teaching, singing in the choir, and serving wherever the Lord directs them. Vicky loves spending time with her family and friends and traveling.

J. Philip Ruyle, AEP - Following college, Phil Ruyle served as a Weapons Systems Officer in the U.S.A.F. flying combat missions (F4-E Phantom) in S.E. Asia.  Then he graduated from the University of Toledo, College of Law and began his career in Trust and Investment Banking.  In 2005, Phil became a partner in a wealth consulting firm in the Toledo, Ohio area, serving the investment and trust financial needs of high net worth clients.

In addition to his law degree, Phil is an honors graduate of the National Graduate Trust School held at Northwestern University, and Accredited Estate Planner (AEP), from the National Estate Planning Council.  He recently obtained the Series 65 license, the Uniform Investment Advisor Law Exam.

Early in Phil’s Trust Banking career, as the Trust Officer for high net worth family groups, he worked extensively with family offices. He provided estate planning, trust tax, and financial advice on a wide range of issues. Munn Wealth Advisors understands the needs of family offices and will coordinate recording and responding accordingly.

Phil is a longtime member and past president of the Greater Toledo Pregnancy Center board of Trustees.  He and his wife Renee raised five daughters and have four grandchildren.

Sarah J. Berndt - Chief Investment Officer of Munn Wealth Advisors, Sarah Berndt began her career in the Investment Management Industry in 1977.  She started in the brokerage area but as the industry developed Sarah later found her talents best utilized as an Investment Advisor.  She spent over 15 years in the Trust and Investment area of one of the area’s large regional banks and managing the team of portfolio managers for 7 of those years. Sarah felt that clients are better served in a smaller more focused environment therefore she left to become a partner in an investment boutique which enabled her to build strong, lasting relationships with her clients.  Such interaction allows for the creation of customized portfolios to meet each client’s investment objectives, tax situation and risk tolerance.

Over 30 years of experience has provided Sarah with exposure to every type of market occurrence including oil embargoes, savings and loan crises, wars, dot-com mania, recessions, expansions, housing bubbles and banking chaos..  Though every event is different and market reactions will vary, such experience is invaluable when navigating the financial waters through times like these.

Sarah graduated Summa Cum Laude from Lourdes College and has her Series 65 License (Uniform Investment Advisor Law Examination).  She is an active parishioner in Resurrection Polish National Catholic Church and is a proud supporter of Lourdes College.

Carol Kowalski - Carol comes with over 34 years of financial services experience, including 10 years in securities and trading, with 19 years as an administrative assistant at various banks in the trust division and 5 years at Investment Advisory Firms.

She currently serves as Administrative Assistant where she works closely with clients to establish and service accounts.

Carol and her husband of 31 years, Mike, have two grown sons and a daughter-in-law.  She enjoys spending time with family and friends, traveling, outdoor activities, reading and cooking.

Rebecca L. Perez - Rebecca Perez serves local small businesses by providing professional bookkeeping services.  She holds the Certified Bookkeeper (CB) designation and is a member of the American Institute of Professional Bookkeepers.  Rebecca has acquired over 12 years of bookkeeping experience since graduating from Penn Commercial Business Institute with an Associates degree in Executive Office Administration.

Rebecca and her husband, Robert, are members of the Holland Free Methodist Church where she sings on the praise team and has served as the youth activities director.  She enjoys spending time with family and friends, watching movies and shopping, especially for country things.  Rebecca and Robert have two daughters, Ashley and Kayla.