Meet Our Team

 

  • Michael R. Mason, CFP®, CLU®, ChFC®

    Senior Financial Advisor

  • Kenneth T. Mason, RICP®

    Senior Financial Advisor

  • John M. Mason, CFP®

    Senior Financial Advisor

  • Holly Remsing, CFP®

    Associate Financial Advisor

  • Bobbi Mason

    Chief Operating Officer

  • Alýssa Christiansen

    Chief Branding Officer

  • Lynnette O'Berry

    Investment Operations Assistant

  • Grecie Fontanez

    Investment Operations Assistant

  • Jan Marshall

    Investment Operations Assistant

  • Ryan Jordan

    Financial Planning Intern