Mason Investment Advisory Services has promoted Matthew Krause, CFP®, to Wealth Advisor.
Matthew joined Mason in September 2021 and has built his career supporting private clients through financial planning and investment guidance. He earned his CERTIFIED FINANCIAL PLANNER™ certification in 2020 and holds a Bachelor of Science in Business with an emphasis in Finance from the University of Colorado, Colorado Springs. He previously served as a Financial Advisor at Altus Wealth Group and as a Senior Financial Consultant at TIAA. This promotion recognizes the senior-level work he has been performing at Mason for some time.
“From my first day here, Mason has given me the chance to grow both personally and professionally. Looking ahead, I’m excited to continue working alongside our great clients and fantastic team members,” said Matt Krause as he reflected on his experience at Mason.
Randon Tagg, Senior Financial Planner, noted his contributions to the private client team.
“Matt has been an asset to our team since the day he arrived at Mason. His commitment to service, positive attitude, and diligence will serve our clients well for years to come.”
In his new role, Matthew will continue working with private clients on their financial planning and investment needs.
Learn more about Matthew’s background or explore how Mason serves private clients.