Jon Munson, CPA/PFS
Lead Advisor & Founder
Hello, I’m Jon Munson.
If you are like most people, you have several pieces of your financial plan in place – you pay taxes, invest in the market, have some insurance, and maybe have an estate and retirement plan. However, it’s likely that each of these pieces was developed independently and at different times in your life. It’s also likely that you’ve never had all the pieces reviewed by someone who wasn’t trying to sell you something. Is it any surprise that you wonder whether you’re on the right path and making the best possible progress?
Regardless of how much money you have, you have financial concerns. I can help you address those concerns. Working together, we can reduce your financial worry and build for you a more secure, enjoyable future.
Background & Experience
Jon has over 20 years of experience in financial planning, tax, and investment management, as well as administration of private family foundations. Jon’s role is to design, implement and manage integrated financial planning strategies for our clients.
Jon earned his bachelor’s degree in Business Administration from the University of Washington. He holds the professional designations of Certified Public Accountant (CPA) and Personal Financial Specialist (PFS).
Jon is a member of both the American Institute of CPAs (AICPA) and the Arizona Society of CPAs (ASCPA). In addition, he is a member of the AICPA Personal Financial Planning Section and is the Past President of the Entrepreneurial CPA Network (eCPAn).
Experience includes financial positions with the following companies:
Dan Siburg, CPA, CVA
Director of Business Services
Dan has experience as both a President and Chief Financial Officer. He has helped companies improve operational functions, manage costs and increase revenue streams, while implementing strategic policies and procedures that focus the companies on profitability. In addition to his role with Montlake Financial Services, LLC, Dan is the Managing Director of The Siburg Company, an independent client-focused consulting firm that specializes in financial and operational consulting for mergers and acquisitions.
Dan earned his bachelor’s degree in Accounting from Arizona State University. He holds the professional designations of Certified Public Accountant (CPA) and Certified Valuation Analyst (CVA).
Dan is a member of the Arizona Society of CPAs (ASCPA) and the Entrepreneurial CPA Network (eCPAn).