Charles W. Mason , CFP^®, CLU

Founder

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Brent M. Mason, AIF^®

President

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Thomas D. Mason , Esq.

Chief Compliance Officer

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Sun Mi “Anne” Shim , AEP^®, CFP^®, EA

Financial Planner Advisor and Vice President

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Michelle Adams

Creative Marketing Manager and Client Relations

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Liliana Verduzco

Operations Manager

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Alexander Santibáñez, CFA®, MBA

Director of Investments

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Amanda Messmore

Financial Planning Client Services Associate

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Sophia Martinez

Legal Assistant

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Melody- Anne Legaspi

Operations Associate

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Mitchell Crocker

Investment Planning Analyst

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Kent Dallmeyer

Investment Adviser Representative

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