We believe you deserve to live the retirement of your dreams.
That’s why we’ve dedicated our lives to helping clients reach their goals. If you’re looking for a team to guide you at every step - here we are.
Dustin Mundorf RICP®
Principal Advisor
Dustin Mundorf RICP®
Principal Advisor
Dustin Mundorf specializes in retirement income planning. He focuses on helping investors solve the unique problems they face as they transition from work to a sustainable retirement. As the firm’s principal advisor, Dustin brings to the table not only his own experience, but the many decades of experience of his associates. He has assembled a seasoned team of experts in the fields of investments, insurance, retirement, financial planning, and estate planning. Dustin acts as the quarterback of this team for each client’s custom plan and solutions.
A licensed financial professional since 2002, Dustin received his Bachelor of Business Degree from Texas Tech University. He is an Investment Advisor Representative and a Texas insurance agent. Additionally, Dustin is a Retirement Income Certified Professional (RICP), a specialty designation for advisors with unique expertise in retirement income planning. As an instructor for Retirement Wealth Academy, he regularly teaches area classes for retirees and pre-retirees on the topics of retirement planning, Social Security, investments, estate planning, trusts and tax concerns.
Dustin comes from a family of rodeo cowboys and professional horsemen spanning five generations. A steer wrestler and calf roper as a young man, Dustin is one of fifteen family members who have competed or compete in the arena today. He and his wife, Meghan, their son Duke, and an irritable French Bulldog named Mongo, live near San Marcos, Texas. Together they enjoy time on the family ranch, travel, camping, and Texas Tech football.
Randy Gunter, JD
Estate and Trust Planning
Randy Gunter, JD
Estate and Trust Planning
To provide for legacy planning needs, Mundorf Wealth Management partners with Randy Gunter of Hill Country Estate Planning. Randy is passionate about helping families protect their children and their generational wealth from the unexpected – with the least possible expense and distress of court and conflict.
A third generation native Texan, Randy has been licensed to practice law in Texas since 2001. He spent his first few years at Bracewell & Patterson, working in both the public law and litigation sections of the firm. In 2003, Randy founded the Law Office of Randall P. Gunter, P.C. where his current focuses include estate planning, wills and trusts, and probate law.
Randy earned his Doctor of Jurisprudence degree, summa cum laude, from the University of Houston Law Center where he wrote for the law review and practiced as a student attorney in the Law Center’s clinical program – a program for which he later became an adjunct professor. Randy earned his bachelor’s degree at Texas State University.
Randy was a teacher prior to becoming a lawyer. He coached ten state championship teams in UIL Literary Criticism and was selected Teacher of the Year at two different schools. In addition to his estate planning practice, he serves as a Section 504 Hearing Officer, Board Counsel for Texas school districts and conducts investigations when appropriate. Randy enjoys spending time with his wife, Jenny, their three adult sons and their wives, and five adorable grandchildren. Days sailing on Canyon Lake are particularly fun!
Hill Country Estate Planning and The Law Office of Randall P. Gunter, P.C. are firms separate and independent of Mundorf Wealth Management.
Mark DiOrio, CFA
Portfolio Strategy
Mark DiOrio, CFA
Portfolio Strategy
Mundorf Wealth Management relies on a team of seasoned investment professionals for the research and intelligence behind our portfolio construction. Mark DiOrio leads that team.
Mark joined Brookstone Capital Management as the Chief Investment Officer in 2015. In his role, he leads the firm’s investment committee and drives the firm’s investment policy, framework, and portfolio construction methodology. He oversees the portfolio strategy group that provides recommendations on strategic and tactical portfolio design. Mark directs research on external managers and develops internal strategies. He produces and presents content for advisor training, a weekly Market Watch update, and the firm’s quarterly market reports.
Prior to joining Brookstone, he was responsible for launching and managing a boutique investment subsidiary of a publicly traded regional bank holding company. While there, Mark ran a global tactical asset allocation strategy and accumulated an 8 year GIPS® compliant track record. Mark has nearly 20 years of investment industry experience, including 10 years of multi-asset class portfolio management. He has been featured in Investor’s Business Daily and quoted in the Wall Street Journal. Mark received his MBA from Benedictine University, his BA from Eastern Illinois University and is a Chartered Financial Analyst (CFA). Mark is a member of the CFA Institute and CFA Society of Chicago.
Stephen Roellin
Financial Planning
Stephen Roellin
Financial Planning
Mundorf Wealth Management provides retirement and financial planning supported by a team of financial planning professionals. Stephen Roellin leads that team. As a member of the Financial Planning Team at Brookstone Capital Management since 2016 and the team lead since 2023, Stephen oversees the preparation of thousands of client plans each year. He received his bachelor’s degree in mathematics from Grand Valley State University and has deep experience in goal-based planning, portfolio analysis, and design. Stephen enjoys time with family and watching football, as well as playing golf and soccer.
Lovely Mejia
Office Administrator
Lovely Mejia
Office Administrator
As Office Administrator, Lovely Mejia supports client relationships, events, and administrative tasks. An Information Technology graduate from the Redlink Institute of Science & Technology, Lovely has nearly a decade of experience in customer service, customer relationship management, and team management. In her spare time, she enjoys taking pictures of stunning beaches, cooking Filipino dishes, gardening, and unwinding with her Persian Siamese cat named Luna, and her Shih Tzu dog named Thirdy.
Mongo
Chief Morale Officer
Mongo
Chief Morale Officer
A shamelessly lazy member of the Mundorf household, Mongo serves as the CMO (Chief Morale Officer). He keeps spirits high and reminds the team not to take themselves too seriously. Mongo believes true wealth is found in the company of family and friends. The Mundorfs’ favorite freeloader reminds everyone to focus on what’s important, and to enjoy life’s simple pleasures. In his free time Mongo enjoys making droopy faces and snoring while awake.