Broker Check

Our Team

Patrick Ebert

President, CPA


Pat Ebert has over 30 years experience in the financial services industry. He is a graduate of the University of Puget Sound, and completed Masters-level courses at Seattle University (Finance), University of Denver School of Law...
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Yona Munro

Director, Financial Planning, MBA, CPA, CFP® (Certified Financial Planner™)

904 305-4561

Yona Munro brings more than 20 years of experience in fee-only financial services. She is a graduate of the University of Chicago (BA, Economics), and earned an MBA in Finance from Boston University. Early in her career she joined...
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