Lynnette O'Berry

Investment Operations Assistant

Lynnette joined Mason & Associates in 2017.  Lynnette has 20 years of operations, customer service, and lending experience in financial institutions.  As an Investment Operations Assistant, Lynnette prepares client files for annual reviews, processes client service requests, and assists in preparing and processing new business.  

Lynnette is a native of California and moved to Virginia in 2006 with her husband who works for the Department of Defense.  She earned her Bachelor’s degree in education from San Diego State University. 

 

Phone 757-223-9898
Fax (757) 223-9990