Jon Munson, CPA/PFS
Certified Public Accountant
Personal Financial Specialist
As a seasoned financial advisor, Jon delivers technical expertise. For over 20 years, he has guided clients on investment, tax, and other financial matters, helping them establish financial security. Prior to leveraging his expertise to launch Montlake Financial, Jon held CFO positions in both the golf industry and real estate development. An avid golfer, he declares he has never played a golf course he didn’t enjoy and feels a distinct camaraderie with fellow golfers. When not serving clients or driving his golf ball down the fairway, Jon likes spending time with Corinna and their two adult children.
Vicky provides exceptional frontline customer service to our clients. Vicky has over 30 years of combined experience working in customer service and account administration for the Financial Services Industry. Whether it is coordinating the opening of new accounts, chasing down a complicated transfer of assets or simply taking care of day‐to‐day tasks, Vicky brings a caring approach to ensure clients have the peace of mind that someone is minding the details.
When away from the office you can find her volunteering as a Girl Scout leader and more notably Vice President of the Lake County Buckeye Square Dance Club.
Prior to joining Montlake Financial, Lisa worked for various advisors, an investment banking firm and Charles Schwab. Her prior work responsibilities focused on operational and client support. Her experience working in fast paced environments that had several moving parts and many deadlines, prepared her for the client service associate role here at Montlake.
Lisa is a wife and mother of three daughters (one set of twins!) and two dogs. In her free time, you can find her playing in both sand volleyball and bowling leagues, traveling, watching her daughters’ various sports, reading and binge-watching documentaries and crime stories.
Corinna prides herself on ensuring a seamless client experience and attentively supports clients in all requests. Holding a degree in Paralegal Studies, Corinna is detail oriented and experienced in financial services. Prior to joining Montlake Financial, she took an extended leave of absence from the corporate world to raise her and Jon’s two children, Hannah and Aaron.
In her free time, Corinna enjoys reading, traveling, and spending time at the beach.
The Rest of Our Team
We have intentionally limited the size of our firm to ensure each client receives the highest level of personalized service. Though our in-house team is lean, we maintain a strong network of professionals whose knowledge and experience rivals that of larger firms. This includes: