About Us

Pete Munson

Pete Munson

      Pete lives in Negaunee with his wife Sara (a teacher), their son Connor and twin daughters, Lydia and Makayla. Pete loves spending time outdoors with family and friends at their camp on the Dead River Basin. He also enjoys golfing. Pete and Sara look forward to sharing their many hobbies and traveling with their children as they get older.

      Pete is a graduate of Northern Michigan University with a Bachelor of Science degree in Finance. He has been a financial representative for over 23 years, providing comprehensive, financial and investment planning services to his clients. He began his career as a Financial Advisor in 2000 with Edward Jones in Marquette, Michigan. He then joined Wells Fargo Investments (a predecessor firm of Wells Fargo Advisors) in 2006, to take a team approach in providing personalized financial advice for individuals and families. Pete earned the CFP® certification in 2009 and continues to fulfill annual continuing education requirements to remain current on trends and planning techniques within the industry. In 2022, Pete formally announced his decision to form his own company, Munson Retirement Solutions (MRS), so he can focus on deepening his relationships and focus on helping people feel more confident in understanding what their money is going to be able to do for them. 

      Pete currently holds FINRA Series 7, 6, 63 and 65 registrations. He also has Life/Health and Variable Insurance Licenses in Michigan.

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      Beth LaJoie

      Beth LaJoie

          Beth LaJoie and her husband Chris, who works for Michigan Veteran Homes, also live in Negaunee.  Along with their four children (Bryce, Logan, Layla, and Elyse), they enjoy spending their time traveling, tinkering at their camp on Little Perch Lake and the kids' many extracurricular activities. Beth also enjoys gardening and painting. Beth is a graduate of Northern Michigan University and has been working in the financial world for over ten years, coming to Munson Retirement Solutions from Honor Credit Union. For seven years prior to working at the credit union, she was employed by Bell Hospital as an admitting clerk for both the clinic and at the hospital.  These positions have allowed Beth to build relationships with many of our community members.  

          Beth is a Notary Public, offering this service for our clients. As MRS's Office Manager, Beth will be able to take care of any of your service-related requests. Beth will be your contact person should you have any questions about scheduling, your account, or for Pete.

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          Munson Retirement Solutions

          Investment and Insurance Products are:

          • Not Insured by the FDIC or Any Federal Government Agency
          • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
          • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

          This information is intended for use only by residents of (AZ, FL, MI, MN, NM, TX, VA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

          For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

          Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

          Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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