Meet Your Team
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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
Investment Manager
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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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Kent Dallmeyer
Investment Adviser Representative