Broker Check

Team

 

Michael R. Mason, CFP®, CLU®, ChFC®

President, Registered Principal, Investment Advisor Representative

(757) 223-9898

(757) 223-9990

Michael is a graduate of the University of Maryland and has been in the financial planning business since 1987. He holds some of the industry’s most respected credentials: CERTIFIED FINANCIAL PLANNER™, Chartered Life...

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Kenneth T. Mason, RICP®

Vice-President, Registered Representative, Investment Advisor Representative

(757) 223-9898

(757) 223-9990

Kenneth began his financial planning career in 1990. His expertise lies not only in his comprehensive knowledge of Federal employee benefits (CSRS/FERS, Military, & VRS); he is also the firm’s Long-term Care planning specialist,...

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John M. Mason, CFP®

Registered Representative, Investment Advisor Representative

(757) 223-9898

(757) 223-9990

John is a graduate of Virginia Tech's Pamplin School of Business, where he received his Bachelor of Science in Business as a Finance major and completed the CERTIFIED FINANCIAL PLANNER™ (CFP®) education requirement. He passed...

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Kathy Ethridge

Operations Manager

(757) 223-9898

(757) 223-9990

Kathy joined Mason & Associates in January 2006. As Operations Manager, Kathy ensures that the implementation and service commitment to our clients is second to none. She processes new business applications, monitors the timely...

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Alýssa Quinn

Client Relations Manager

(757) 223-9898

(757) 223-9990

Alýssa joined Mason & Associates in September 2012 and began as Director of First Impressions. Now, as Client Relations Manager, Alýssa handles a wide array of client services and office management responsibilities to...

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Nicole Sites

Executive Assistant

(757) 223-9898

(757) 223-9990

Nicole joined Mason & Associates in January 2017. As an Executive Assistant, Nicole prepares client files for annual reviews, processes client service requests, and assists in preparing and processing new business. Nicole serves as the...

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Lynnette O'Berry

Executive Assistant

(757) 223-9898

(757) 223-9990

Lynnette joined Mason & Associates in February 2017. As an Executive Assistant, Lynnette prepares client files for annual reviews, processes client service requests, and assists in preparing and processing new business. She serves as...

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Alicia Marie Rodriguez

Director of First Impressions

(757) 223-9898

(757) 223-9990

Alicia Marie joined Mason & Associates in December 2016. As Director of First Impressions, Alicia Marie is responsible for answering phones, scheduling appointments, assisting with event planning, and maintaining client records. Alicia...

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