Charles W. Mason , CFP^®, CLU

Founder

View Biography

Brent M. Mason, AIF^®

President

View Biography

Thomas D. Mason , Esq.

Director of Business Development

View Biography

Sun Mi “Anne” Shim , AEP^®, CFP^®, EA

Financial Planner Advisor and Vice President

View Biography

Michelle Ogas

Creative Marketing Manager and Client Relations

View Biography

Liliana Verduzco

Operations Manager

View Biography

Roxsanne Preciado

Operations Specialist

View Biography

Alexander Santibáñez, MBA

Investment Manager

View Biography

Amanda Messmore

Financial Planning Client Services Associate

View Biography

Tim Joo

Investment Analyst

View Biography

Marleen Scheffy

Chief Compliance Officer

View Biography

Kent Dallmeyer

Investment Adviser Representative

View Biography