Leadership

Muntz Financial is comprised of a core of professionals from diverse and complementary backgrounds to deliver investment strategies that include not only traditional financial planning solutions but also a proactive approach to wealth accumulation, tax savings, and business growth.

David Muntz, CRPC®
President
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Mr. Muntz is the founder and president of Muntz Financial. He is responsible for managing all aspects of the company, including day to day operations, portfolio design and analysis, as well as the firm’s long term strategic growth.

He was previously a Financial Advisor with Merrill Lynch managing high net worth individual and corporate accounts through Merrill’s proprietary Mutual Fund Advantage and MLUA open architecture platform.

Prior to working at Merrill Lynch, Mr. Muntz was a Senior Financial Consultant with PNC Investments where he managed approximately $50 million in individual and corporate accounts. He began his career in the financial services sector as the youngest manager in the 162-year history of The Penn Mutual Life Insurance Company where he sold annuities as part of their national sales team.

He holds a Chartered Retirement Planning Counselor designation and earned FINRA licenses (series 6, 63, 65, and 7) as well as a Pennsylvania Life, Accident & Health Insurance license.

Paul Bevlock, CPA
Vice President Accounting
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Mr. Bevlock is Vice President of Accounting Services and responsible for managing all aspects the Accounting Services Division of Muntz Financial including tax and accounting compliance, tax consulting, auditing, financial reporting and development of educational programs for continuing professional education

Mr. Bevlock hold a BA in Accounting from Villanova and was previously a senior accountant with Ernst & Young, LLP and then Cogen, Sklar, Levick, LLC. He is member of American Institute of Professional Accountants

Lisabeth Patch, Esq.
Senior Associate
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Lisabeth Patch is a Senior Associate of Muntz Financial. Her responsibilities include all aspects of operations, marketing, and sales, in the financial services arena, including the continuing development of standard operating procedures.

Ms. Patch has extensive experience in a variety of fields from pharmaceutical, to real estate and the practice of law. She earned a BA in Economics from Immaculata University, an MBA from St. Joseph’s University, and a Juris Doctorate from Dickenson School of Law.

Zachary Gihorski
Investment Consultant
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Mr. Gihorski is an Investment Consultant and also responsible for driving strategic growth and company visibility for Muntz Financial. He is also responsible for supporting institutional and  individual client education and is experienced with both mutual fund and equities portfolio strategies.

Mr. Gihorski holds a series 65 license following successful completion of the Uniform Investment Adviser Law Examination administered by FINRA. He studied at the Delaware Valley College of Science and Agriculture and was a recipient of the highest degree from the Future Farmers of America.

Megan Troxel
Accounting Associate
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Megan Troxel currently assists Muntz’s corporate clients reconcile monthly statements and assists in all general areas of accounting and tax preparation. She provides personalized staff support in marketing and client communication functions as well and is completing her accounting degree at Temple University. She previously attended the University of Pittsburgh.