Montlake Financial Services, LLC

Jon Munson's Montlake Financial Services, LLC is the official sponsor of the Montlake Cup, our version of the Fedex Cup.  Montlake Financial provides Investment  management and tax planning services, geared towards clients over 50 years of age.


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.   Contact Jon at (480) 305-2072 to discuss your financial needs.

Share by: