Reston, VA, August 30, 2024 — Mason Investment Advisory Services, Inc. (Mason), Reston, VA based registered investment advisory and financial planning firm, proudly announces that eight of its employees have been honored as Top Financial Professionals by Northern Virginia Magazine. These individuals have been recognized for their outstanding contributions to the financial industry, as voted on by their peers in the region.
The following professionals from Mason have been included in the prestigious list:
- Sarah Baker, CFP®, Senior Financial Planner
- Daniel R. Corno, MBA, CFP®, Financial Planner
- Katherine Fincher, MBA, CFP®, Financial Planner & Director of Financial Planning & Innovation
- Lee Kapnisi, CFA, CFP®, CPWA®, Senior Financial Planner
- Brian Kelley, CFP®, Senior Financial Planner
- Barry Beach, MBA, CFP®, Senior Managing Director & Senior Investment Consultant
- Bill Dwenger, CFP®, Financial Planner
- Chris Schreiner, CPA, M.S., CFP®, Co-Chief Executive Officer and Chief Operating Officer
The Top Financial Professionals listing by Northern Virginia Magazine is compiled through peer recommendations across the financial community in Northern Virginia. Nominees are vetted by the magazine consulting with various publications to determine the list of winners. For more information about the rankings and how they are compiled, please see the following link. https://northernvirginiamag.com/best/financial-professionals/
About Mason Investment Advisory Services, Inc.
Founded in 1982, Mason works with private individuals, families, and institutions (foundations, endowments, corporate funds, and retirement plans) in 45 states and in DC, is independently owned, and does not offer any proprietary products. Mason has approximately $12.4 billion in assets under management. Mason is an investment advisor registered with the SEC. Please note that SEC registration does not constitute an endorsement of the firm by the Commissioner, nor does it indicate that the firm’s advisors have attained a particular level of skill or ability.
Disclosures
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Mason did not pay to participate in this ranking. For additional information about industry awards and rankings please see
https://masoncompanies.com/awards-disclosures/
