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Meet The Team

A Message from the President

Welcome and thank you for visiting! We want you to know that The GM Financial Group, LLC was founded with the objective that our clients lead rich and stress free lives with the knowledge that their financial affairs are in order. Our primary focus is in helping families and individuals achieve a sense of direction, clarity, and confidence in their financial future.

We offer customized programs that satisfy our client’s unique requirements in contrast to the one-size fits all mentality that exists in many wealth management firms. Requiring our clients to buy expensive and unnecessary services is not the way we do business. After listening to our clients and carefully examining their situation, we design a solution tailored to meet their particular wealth management needs.

Should your situation require objective, insightful and proactive advice that connects all aspects of personal wealth management, I look forward to speaking with you about the opportunities and challenges you face. Together we can determine how we can help foster your lifelong financial well-being and prosperity.

Sincerely,
Guy McPhail CFP®, CPA/PFS, CTC
President and Founder

Please Meet Some of our Team Members

  • Guy McPhail CFP®, CPA/PFS, CTCdsc 0801

    A seasoned family and small business wealth advisor with over 25 years of experience, Guy McPhail is well-versed in the financial needs of individuals, couples and small business owners. Guy has the certifications required to offer a complete range of financial solutions including financial planning, discretionary portfolio management and proactive tax planning.

    Guy is a Certified Financial Planner Practitioner(CFP®), a Certified Public Accountant/Personal Financial Specialist(CPA/PFS) and Certified Tax Coach. 

    Guy is an author and has written numerous articles on financial planning, investments, and income taxes. He has been quoted and written articles in publications such as Entrepreneur Magazine, MSNBC, Fox Business, The New Jersey Star Ledger, New Jersey Life, Mutual Fund Magazine, New Jersey CPA Magazine, Medical Economics, Worth, Small Business Review, FiLIfe in partnership with the Wall Street Journal, Investopedia and more. Guy also was co-author of the Amazon best-selling book "Tax Breaks of the Rich and Famous". A book on how to reduce taxes for small business owners.

    Guy is also an educator and mentor. He was the past leader of the New Jersey Society of CPA’s Financial Planning Interest Group, he consults and leads webinars at the New Jersey Small Business Development Center and is on the faculty of Lawline where he instructs attorneys on tax laws and other financial matters.

    Guy is a member of the National Association of Personal Advisors (NAPFA), The American Institute of Certified Public Accountants (AICPA), and The New Jersey Society of Certified Public Accountants (NJSCPA). Guy also participates with the Princeton Regional Chamber of Commerce and serves on the board of the Pennington, NJ Economic Development Commission, the Pennington Business and Professional Association (PBPA) and Friends of Alouette International.

  • Gregg Munn Jr. CPA/CFP®
    gregg.jpg

    Gregg Munn is a Certified Public Accountant (CPA) and a Certified Financial Planner Practitioner(CFP®).

    Gregg’s wealth management advisory work with clients includes financial planning, investment portfolio analysis and management, retirement planning, cash flow and budget management, strategic tax planning and preparation, retirement planning, trust and estate planning, and risk management with insurance planning.

    Gregg’s prior experience includes working with a wealth management firm in Princeton, NJ for several years and NCC Business Solutions in Jacksonville, FL.

    Gregg is one of the few advisors who hold both the prestigious CPA and CFP(®) designations. 

    He earned a Bachelor of Science Degree in Accounting and Finance from Florida State University. He has a Masters of Accountancy from North Florida.

    Gregg is a member of NAPFA (The National Association of Financial Advisors) and the NJCPA (The New Jersey Society of CPA’s). He is also member of the Hunterdon County Chamber of Commerce in Flemington, NJ.

  • karen.jpgKaren Pollock

    Karen is the executive office manager at The GM Group. In addition to speaking with clients on a regular basis, Karen is in charge of opening accounts at third party custodians such as TD Ameritrade Institutional and Scottrade Advisor Services. Karen analyzes and reconciles client's reports and downloads data daily into the client portals. Karen also oversees the scheduling of appointments, manages invoicing and tax return processing. Clients appreciate Karen's friendly manner when on the phone and in the office. 

    Karen holds a Bachelor's degree in Biology from Rutgers, The State University of New Jersey. Before entering the financial service field Karen had 10 years of experience in the Pharmaceutical industry where her positions included Manager of Sample Compliance.

    Karen currently resides in Flemington NJ with her husband, two children and their black Labrador retriever. Karen does the accounting for the Pennington Business and Professional Association (PBPA) on a volunteer basis. She also volunteers her time at her children's school and with their Boy Scout troops. Karen enjoys spending time with her family and friends, cheering for her children's sports teams, skiing and relaxing with a good book.

  • jware.jpgJoey Ware E.A.

    Joey Ware is an Enrolled Agent (EA) and Wealth Advisor of The GM Financial Group, LLC

    Joey’s wealth management advisory work with clients includes financial planning, investment portfolio structuring and management, strategic analysis and support in cash flow management, pro-active tax planning and preparation, retirement planning, trust and estate planning, insurance planning, and pension and annuity analysis.

    Joey holds a BA in Information Technology from Virginia Tech University.

    Joey’s prior experience includes working with DMG Securities in Virginia where he held a Series 7 and 63 license.

    An enrolled agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels—examination, collection, and appeals—of the Internal Revenue Service