Autumn Mundorf
About Autumn Mundorf
Autumn Mundorf is an Associate Consultant at IG Wealth Management, specializing in tax planning and comprehensive wealth strategies. She has extensive experience in the wealth management sector, having worked in various roles since 2011.
Current Role at IG Wealth Management
Autumn Mundorf serves as an Associate Consultant at IG Wealth Management, a position she has held since 2021. In this role, she focuses on developing comprehensive wealth plans for clients, emphasizing tax planning and minimization. Her expertise allows her to create tailored wealth programs that integrate investment, tax, and risk management strategies, ensuring that clients receive personalized financial guidance.
Previous Experience in Wealth Management
Before joining IG Wealth Management, Autumn Mundorf worked at Abacus Wealth Management as a Licensed Assistant to Lee Schmidt from 2013 to 2019. This six-year tenure provided her with significant experience in the wealth management sector. Additionally, she served as an Executive Assistant at Regan Schiller, IG Private Wealth Management from 2019 to 2021, further enhancing her skills and knowledge in the financial services industry.
Early Career in the Beauty Industry
Autumn Mundorf began her career as a Salon Coordinator at Edmonton Hair Salon - Soho Master Hair Stylists, where she worked from 2011 to 2013. This role allowed her to develop strong organizational and customer service skills, which she later applied in her financial career. Her experience in the beauty industry contributed to her ability to connect with clients and understand their needs.
Education and Professional Development
Since entering the wealth management industry in 2013, Autumn Mundorf has completed numerous licenses and courses to enhance her expertise. Her commitment to professional development reflects her dedication to providing clients with informed and effective financial strategies. This ongoing education supports her focus on tax planning and the creation of comprehensive wealth plans.