Private Client Inquiries

Talk to a Mason Wealth Advisor

Talk to a wealth advisor. When you’re ready to take the next step, schedule a confidential consultation to discuss your financial concerns and chart a course toward a more secure financial future.

Get Started

Washington, DC Area Office

11921 Freedom Drive, Suite 1000
Reston, VA 20190
info@masoncompanies.com
(703) 716-6000 (Phone)
(703) 716-6020 (Fax)

Private Client Inquiry Form

Name(Required)
Which topics would you like to discuss with one of our wealth advisors?(Required)

Always Reach a Real Person

Meet the Advisors Who Will Know Your Name

Mason’s private client team works with a deliberately low number of clients so every relationship gets the attention it deserves. When you reach out, you connect directly with a financial planner who will take the time to understand your full financial picture.

Man with short light brown hair wearing a navy blue suit jacket and light purple dress shirt, smiling, against a plain white background.

Chris Schreiner

Co-Chief Executive Officer

View Profile
A man with gray hair and a beard in a dark suit jacket and light-colored shirt poses against a plain white background.

Brian Kelley

Managing Director

View Profile
A woman financial advisor with blonde hair, wearing a navy blue blouse, gold necklace, and pearl earrings, smiles at the camera against a plain white background.

Sarah Baker

Senior Wealth Advisor

View Profile
Man in a navy suit jacket and light blue shirt smiling at the camera against a white background.

Daniel Corno

Senior Wealth Advisor

View Profile
Woman with brown hair and blue eyes wearing a teal turtleneck sweater, smiling at the camera against a white background.

Sharon Kampner

Senior Wealth Advisor

View Profile
Man with dark hair wearing a dark suit jacket and light blue dress shirt, smiling at the camera against a plain white background.

Lee Kapnisi

Senior Wealth Advisor

View Profile
Man with short brown hair in a dark blazer and light button-up shirt smiling against a plain white background.

Eric Rife

Wealth Advisor

View Profile
A man wearing glasses, a navy suit, white shirt, and patterned tie smiles at the camera against a plain white background.

David Gilbert

Managing Director

View Profile
A man in a dark suit, white shirt, and patterned tie poses against a plain white background, facing forward and smiling slightly.

Blaine Homan

Financial Planner

View Profile
Man with short brown hair and beard wearing a navy blazer and light blue collared shirt, smiling, against a plain white background.

Randon Tagg

Managing Director

View Profile
Man wearing a blue suit, white shirt, and red patterned tie, smiling at the camera against a plain white background.

Matthew Krause

Financial Planner

View Profile
Man in a blue suit jacket and white shirt smiling at the camera against a white background.

Devin Johnson

Wealth Advisor

View Profile
A man in a dark suit, white shirt, and red tie is smiling at the camera against a plain white background.

Rick Baldwin

Senior Wealth Advisor

View Profile
A man in a dark suit, blue patterned tie, and glasses stands against a plain white background, smiling slightly.

Bill Dwenger

Financial Planner

View Profile
A bald man wearing a dark suit jacket and light blue collared shirt poses against a plain white background.

David Odiorne

Senior Financial Planner

View Profile

Featured Insights & News

All News & Insights

Trump Accounts Explained: A 2026 FAQ Guide for Families

Should You Invest in an IPO? What Market History Says Before You Buy In

Own the Outcome: A Framework for Equity Compensation Tax Planning Decisions

IRMAA: The Hidden Medicare Surcharge That Surprises High Earners at Retirement — and How to Fight It

10 Questions to Ask a Financial Advisor Before You Hire One