Your Team

Charles W. Mason, CFP®, CLU
Founder
Brent M. Mason
President
Thomas D. Mason, Esq.
Director of Business Development
Sun Mi “Anne” Shim, AEP®, CFP®, EA
Financial Planner Advisor and Vice President
Eunice Kim, MBA, CIMA®
Investment Manager and Chief Operations Officer
Liliana Verduzco
Operations Manager
Michelle Ogas
Client Relations and Marketing Manager
Roxsanne Preciado
Financial Assistant and Client Coordinator
Marleen Scheffy
Chief Compliance Officer
Kent Dallmeyer
Investment Adviser Representative
Emily La Dou
Client Relations Coordinator