Mason Investment Advisory Services
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Our Team

Group of Mason Employees meeting at a table

Our Team

Independent Wealth Advisors and Investment Professionals Who Care

Mason takes pride in the credentialed professionals on our wealth and investment management teams, committed to developing life-long relationships. They assist our institutional and private clients with proactive and constructive institutional consulting and wealth management solutions. And they are fiduciaries who bring objective analysis to every client situation and always applying their best thinking and act in our clients’ best interest.

Bill Mason

William Mason, III

Founder and Chairman

Jennie Abner

Client Service Associate

Sherry Maramag Gingras

Tax Administrator

Katrina Axtell

Client Service Associate

Keenan Bailey

Portfolio Manager

Sarah Baker

Senior Financial Planner

Kerry Balagtas

Director of Tax & Co-Director of Financial Planning

Rick Baldwin

Senior Financial Planner

Shannon Batallas

Senior Client Service Associate

Barry Beach

Senior Managing Director & Senior Investment Consultant

Laura Blackburn

Tax Manager

Laurie Boden

Senior Client Service Associate

Phil Broderick

Senior Financial Planner

Sarah Casey

Senior Financial Planner

Sue Corle

Business Development Representative

Daniel Corno

Financial Planner

William Courson

Senior Managing Director & Senior Investment Consultant

Jack Delaney

Chief Compliance Officer & In-house Counsel

Jason Doyle

Associate Consultant & Co-Director of Research

Gregorio Druehl

Senior Managing Director & Senior Investment Consultant

Bill Dwenger

Financial Planner

David Engler

Financial Planner

Nicole Erdelyi

RFP Case Writer / Marketing Coordinator

Katherine Fincher

Financial Planner & Director of Financial Planning & Innovation

Louise Flath

Senior Client Service Associate

Caleb Fry

Financial Planning Associate

Rebecca Garcia

Senior Reporting Analyst

Claudelle Géhy

Senior Investment Consultant and Director of ESG Research

Scott George

Co-Chief Executive Officer and President

David Gilbert

Senior Financial Planner

Jennifer Guest

Institutional Client Service Specialist

Allison Gormier

Senior Managing Director and Senior Investment Consultant

George Gouin

Managing Director of IT and Systems

Mark Haynes

Director of Complex Portfolios and Investment Consultant

Derek Higgins

Senior Financial Planner

Blaine Homan

Financial Planning Associate

John Irvine

Chief Technology Officer

Suzanne Jekic

Senior Client Service Associate

Devin Johnson

Financial Planning Associate

Tonia Jones

Client Service Associate

Barbara Joyce

Financial Planning Associate, MIMS Manager & Tax Preparer

Sharon Kampner

Senior Financial Planner

Lee Kapnisi

Senior Financial Planner

Brian Kelley

Senior Financial Planner

Abby Kheri

Operations Associate

Matthew Krause

Financial Planning Associate

Tyler Krow

Technology Associate

Shayna Lebowitz

Financial Planning Manager

Derek Lesnak

Associate Investment Consultant

Heather McQueen

Senior Client Service Associate

Aaron Mendelson

Institutional Business Development Associate

Rachel Milburn

Client Service Associate

Isabel Moore

Senior Client Service Associate

David Odiorne

Senior Financial Planner

Jason Pan

Financial Planner

Stefan Patchan

Portfolio Manager and Research Associate

Ariadne Pojedinec

Reporting Analyst

Thomas Pudner

Co-Chief Investment Officer & Director of Research

Michele Pryor

Institutional Client Service Specialist

Shaye Pryor

Portfolio Manager

Robin Pylypko

Director of Administration

Fernando Ramos

Associate Investment Consultant

Sharon Rickett

Operations Associate

Eric Rife

Financial Planner

Ayveel Robinson

Portfolio Manager

Mike Roethel

Corporate Controller

James Ross

Managing Director & Senior Investment Consultant

Randon Tagg

Financial Planner

Chris Schreiner

Co-Chief Executive Officer and Chief Operating Officer

Mary Ellen Schuler-Brand

Director of Operations

Nikki Smith

Director of Marketing

Jamal Spears

Accountant Associate

William Thorpe

Chief Marketing & Development Officer

John Walker

Receptionist

Amanda Warrington

Compliance Officer

Matthew Williamson

Portfolio Manager

Norma Winning

Institutional Client Service Specialist