Mike Mungenast, CPFA®

Career and Professional

Mike began his career with Big Eight accounting firm Coopers and Lybrand in 1986, eventually working in its audit and litigation consulting practices. In 1991 he left public accounting and joined RaceRunners, a non-profit ministry where he led discipleship groups and taught courses on biblical personal money management. In 1994, Mike went to work for Dover International, where he held positions as Partner, CFO and Treasurer. He joined ProEquities as COO in 1999, eventually being named President and CEO. While there, Mike also assumed responsibility of running a life insurance sales channel for parent company Protective Life. In 2016, he brought his wealth of experience as a CPA, ministry partner and executive to Vision Financial Group, and six years later, co-founded Ella Valley Wealth advisors with partner Hal Holland, serving clients with an emphasis on holistic and integrated planning. 

Professional Accomplishments

• One of 50 associates in the nation to receive the Living the C&L Commitment Award in accounting, 1988 (This is a non-investment related award).
• Grew ProEquities from 600 advisors and $40 million in revenue to 1500 advisors and $120 million in revenue

Civic and Community Involvement

• Former Finance Chair and Board Chair for the Financial Services Institute, an advocacy organization for more than 37,000 Independent Financial Advisors
• Former Board of Directors, the Financial Services Institute
• Former Board of Directors, Junior Achievement of Alabama
• Former Board of Directors, Crown Ministries of North Alabama
• Former Board of Directors, Briarwood Christian School
• Leadership Birmingham class of 2006
• Elder, Briarwood Presbyterian Church
• Youth baseball and softball coach

Personal

• Married to wife Dana since 1995 and they two children.
• Enjoys hunting, traveling with family and friends and attending Auburn football games

Education

• BSBA in Accounting – Auburn University, 1986
• Licensed CPA – 1988