Your Team

Charles W. Mason, CFP®, CLU
Brent M. Mason
Thomas D. Mason, Esq.
Director of Business Development
Sun Mi “Anne” Shim, AEP®, CFP®, EA
Financial Planner Advisor and Vice President
Liliana Verduzco
Operations Manager
Michelle Ogas
Client Relations and Marketing Manager
Roxsanne Preciado

Operations Specialist

Marleen Scheffy
Chief Compliance Officer
Kent Dallmeyer
Investment Adviser Representative