Mason & Associates, Inc. wouldn’t be complete without our Operations Team. As an independent, Registered Investment Advisor, your fiduciary and planning needs are our priority. Operations is the group makes sure the day-to-day Firm operations run smoothly for both staff and clients. The Operations Team works closely with our clients as well as our various vendors to ensure that all business systems are integrated and functioning smoothly. Take a minute to meet your operations team!
Liliana Verduzco: Operations Manager
Liliana Verduzco joined Mason & Associates, Inc. in October 2011 as an Account Manager in the Group Benefits department. Over the years her role has evolved into that of a dual role: The Operations Manager and Insurance Department Manager. As the Operations manager, Liliana oversees the logistics of opening accounts, transferring funds, and making sure clients’ money is available when they need it. She’ll helps stay on track with the necessary operational details – making sure that, “your i’s are dotted, and t’s crossed” – at every step along the path towards achieving your financial Life Planning goals. You’ll be interacting extensively with her as your engagement gets underway, and regularly as we continue to work together.
Liliana’s enthusiasm, dedicated work ethic, and commitment to client satisfaction hold her in high regard by her team members and clients. Liliana was born and raised in the suburbs of Los Angeles. She is fluent in Spanish which has enabled her to effectively interact with many of our clients who are Spanish speaking.
Liliana enjoys volunteering in the community along with her husband. Her hobbies include hiking, reading and scrapbooking.
Roxsanne Preciado: Financial Assistant and Client Coordinator
Roxsanne Preciado joined Mason & Associates, Inc. in December of 2016 as our Operations Associate and Client Coordinator. As an Operations associate, Roxsanne regularly assists clients with account opening, changing/adding beneficiary designations, and setting up/changing periodic distributions. She interfaces with our preferred custodian, Charles Schwab, for account maintenance, processing transfers, and preparing forms. Roxsanne also responds promptly to service requests and account inquiries from clients throughout the workweek. You can depend on her to help with any administrative roadblocks you might encounter in implementing your financial plan. She’ll be your first point of contact to address many questions and concerns you may have, and will proactively reach out to you to help you move towards your financial goals.
In addition to her operational responsibilities; her goal is to ensure that our clients experience the highest quality of service in each aspect of their wealth management relationship with our Firm.
Roxsanne was born and raised in San Gabriel, CA. She enjoys spending time with her daughter playing soccer, attending music & art festivals, and hiking.