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.
Director of Business Development
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Sun Mi “Anne” Shim , AEP®, CFP®, EA
Financial Planner Advisor and Vice President
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Michelle Ogas
Creative Marketing Manager and Client Relations
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Liliana Verduzco
Operations Manager
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Roxsanne Preciado
Operations Specialist
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Alexander Santibáñez, MBA
Investment Manager
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Amanda Messmore
Financial Planning Client Services Associate
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Tim Joo
Investment Analyst
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Marleen Scheffy
Chief Compliance Officer
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Kent Dallmeyer
Investment Adviser Representative