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.
Corinna prides herself on ensuring a seamless client experience. She attentively supports clients in all requests and is instrumental in the new client onboarding process. Holding a degree in Paralegal Studies, Corinna is detail oriented and experienced in both telecommunications and 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: