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
Investors spend most of their lives focused on building the savings needed for retirement. A great deal of financial planning advice is dedicated to this task. Dustin Mundorf instead specializes in helping retirees and near - retirees create workable plans to use their savings for comfortable and lasting income in retirement. He focuses on helping investors solve the unique problems they face as they transition from work to a sustainable retirement.
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.
The founder of Mundorf Wealth Management, 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. As the firm’s principal advisor, Dustin acts as the quarterback of this team for each client’s custom plan and solutions.
Fun fact - the Mundorf family includes rodeo cowboys and professional horsemen spanning five generations. A steer wrestler and calf roper as a young man, Dustin is one of fourteen family members who have competed or compete in the arena today. Along with his siblings, Dustin grew up helping his father, a rodeo stock contractor, produce and furnish some of the world’s largest rodeos and raise a few of the world’s greatest bucking horses.
Today Dustin and his wife, Meghan, live in San Marcos, Texas, along with their son, Duke, and an irritable French Bulldog named Mongo. A hobby blacksmith, Dustin loves tackling metal working projects. Together with Meghan and Duke, he enjoys time on the family ranch, travel, and holding out hope for the return of a once-great Texas Tech football team.
Mark Perkins
Principal Attorney
Mark Perkins
Principal Attorney
Estate planning is a key element of a successful financial strategy. It ensures you will leave a legacy that provides for your loved ones by properly protecting and distributing your wealth according to your wishes.
To help you with your legacy plan, we partnered with a well-established estate planning law firm, Perkins & Zayed, The Estate & Trust Law Group. With over 50 years of combined estate planning experience, they have helped more than 2500 families across the U.S., and currently hold licenses in 22 U.S. jurisdictions. Their concentration is in advanced Estate Planning Strategies, Asset Protection, Trust & Estate Administration, Medicaid/Long-Term Care Planning, and Special Needs Planning.
Perkins & Zayed, P.C. and Mundorf Wealth Management are independent of each other and maintain separate offices.
Mark Perkins is licensed to practice in Texas, Illinois and several other jurisdictions, and has extensive training in advanced and highly personalized estate planning techniques that include living trusts, dynasty trusts for asset protection and legacy planning, irrevocable life insurance trusts, minor’s trusts, family limited partnerships, qualified retirement asset planning, business planning services, and planning for beneficiaries with special needs.
Mark DiOrio, CFA
Investment Research
Mark DiOrio, CFA
Investment Research
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.
Frank Bludau RICP®
Risk Management
Frank Bludau RICP®
Risk Management
Frank Bludau helps our clients protect their income and assets by delivering custom-tailored risk management solutions.
A retirement income specialist, Frank focuses on reducing or eliminating the common risks that threaten a sustainable retirement. He uses custom-designed insurance solutions to create predictable streams of retirement income that cannot be outlived. He helps families protect against the loss of income, pension benefits, or Social Security payments that occur when spouses die. And he helps families use hybrid life insurance solutions to provide for the expense of chronic illness – especially those who cannot afford or qualify for Long-Term Care Insurance.
A licensed insurance and retirement professional since 2003, and managing partner of an independent insurance agency, Frank has been maintaining client relationships and training agents for more than 20 years. As an independent agent, his clients are not limited to proprietary products. Instead, Frank has the flexibility to offer client-customized solutions from virtually any carrier.
Frank earned his bachelor’s degree in Marketing from Oklahoma State University in 2000. While there he enjoyed four years playing baseball as an OSU Cowboy. After college, Frank continued his baseball career with another four years in the Cincinnati Reds Organization before starting his full-time career in financial services. Frank’s passion for baseball continues to this day. As a dad, fan, and coach he remains heavily involved in youth baseball.
Frank and his wife, Sandra, live in Spring Branch, Texas, with their two sons, Cole and Jake. Together, they are advocates for healthy families and a better future for generations to come. The family spends its spare time where it matters most – on the baseball diamond, the football field, and the ranch.
Lacey Warner
Administrative Assistant
Lacey Warner
Administrative Assistant
Lacey Warner helps support all our client relationships and administrative tasks. She also provides support at firm events and is often the first point of contact for new clients. An Army Veteran, Lacey was deployed to Saudi Arabia, and has earned the U.S. Army Master Fitness Trainer, and Air Assault Badges. An accomplished high school athlete, Lacey won numerous awards in volleyball, basketball, cross country, track and field, and powerlifting. She was a member of the Schreiner University Women’s Soccer Team and graduated in 2013 with a B.S. in Exercise Science. In addition to supporting our practice, Lacey is an active U.S. Army Reservist and Certified Personal Trainer.
Mongo
Chief Morale Officer
Mongo
Chief Morale Officer
A shamelessly lazy member of the Mundorf household, Mongo serves as our CMO (Chief Morale Officer), keeping spirits high. He reminds us not to take ourselves too seriously. Mongo believes that true wealth is found in the company of family and friends. Our favorite freeloader reminds us to focus on what’s important, and to enjoy life’s simple pleasures. In his free time Mongo enjoys making droopy faces, snoring while awake, and fighting over snacks with young Duke Mundorf.