Key Personnel

William N. Mason, III founded The Mason Companies in 1982. Prior to that date, Mr. Mason was a financial consultant with Connecticut General, where he was employed for 18 years. While at Connecticut General, Mr. Mason developed a national clientele in the fields of executive compensation and estate planning, and he served for three years on the Corporate Advisory Committee of Connecticut General. Over the past 35 years, Mr. Mason has grown The Mason Companies from two employees to its current staff of over 60 full-time employees. During this period, Mr. Mason has advised heads of the nation’s largest corporations and counseled many of the wealthiest families in the U.S. and around the world.

Scott S. George, MBA, joined The Mason Companies in April, 1988.

• MBA with a concentration in Finance and Investments, George Washington University
• Bachelor of Business Administration with a concentration in Accounting, George Washington University
• Appointed as President and Director of Mason Securities, Inc. in March 1991
• Served as Chief Operating Officer of The Mason Companies from April 2000 through July 2004
• Appointed as President of Mason Investment Advisory Services, Inc. in 2013
• Previous experience includes serving as an accountant and financial analyst with Equity Programs Investment Corporation and serving as financial planner with The Fortune Companies before starting an independent practice

In his spare time, Scott enjoys traveling with his family and sailing.

Barry C. Beach, MBA, CFP®, joined The Mason Companies in December 1994.

• Received his Certified Financial Planner designation in 1997
• Received his Certified Public Accountant designation in 1985
• MBA with a concentration in Finance and Investments, George Washington University
• Bachelor of Business Administration degree in Accounting, James Madison University
• Previously served as Vice President and Trust Investment Officer at Riggs National Bank

In his spare time, Barry enjoys golfing, gardening, and traveling to national parks.

• Received his CFA designation in 2006
• Received his Certified Financial Planner designation in 2001
• Received his Certified Public Accountant designation in 1991
• Masters in Taxation, Virginia Commonwealth University
• Bachelor of Business Administration, The College of William and Mary
• Served as a Senior Financial Advisor with Freed Myers
• Served as a Private Wealth Advisor with Merrill Lynch’s Private Banking and Investment Group
• Served as a Personal Financial Planning Manager and Registered Investment Advisor with KPMG, LLP
• Tom has been quoted in several publications including The Wall Street Journal and Money Magazine
• Tom has appeared on National Public Radio’s Morning Edition

In his spare time, Tom enjoys spending time with his family, walking his dog, reading and biking.

William C. Thorpe, MBA, joined The Mason Companies in October, 2003.

• MBA with a concentration in Finance, The University of Maryland
• Bachelor of Business Administration in Finance, The University of Maryland
• Helped to grow the practice including foundations, endowments and private clients
• Previous experience includes serving as a Financial Advisor with UBS Financial Services, serving as a Consultant with BTS, Inc. and holding positions with Teligent, Crestar Bank and Pioneer Technologies Group

In his spare time, Will enjoys spending time with his wife and two children, running and playing basketball.

Christopher L. Schreiner, CPA, MS, CFP®, joined The Mason Companies in February 2000.

• Received his Certified Financial Planner designation in 1998
• Received his Certified Public Accountant designation in 1994
• Masters of Science with a concentration in tax, University of Virginia
• Bachelor of Science degree with a concentration in accounting, University of Virginia
• Appointed Chief Operating Officer in July, 2004
• Previous experience includes serving as Manager: Tax and Personal Financial Services with PriceWaterhouseCoopers, LLP and serving as Senior Tax Consultant with Deloitte & Touche, LLP
• Active member of Grace Community Church in Arlington, Virginia

Chris enjoys activities beginning with the letter “S,” including scuba diving, softball, skiing and, most of all, swimming with the family at the beach or at water babies class.

Robert B. Corno, Ph.D., CFP®, joined The Mason Companies in April 1987.

• Received his Certified Financial Planner designation in 1989
• Doctorate degree in demography, Brown University
• Bachelor’s degree, Villanova University
• Previously worked for the Agency for International Development in the Latin American Bureau
• Worked with numerous senior executives of large multi-national companies
• Mentored many of the successful planners at The Mason Companies as he developed several major corporate clients that he brought to the firm
• Assisted Scott George in launching The Mason Stewardship program for non-profit institutions and endowments
• Leads marketing efforts
• Heads corporate financial planning marketing program

Bob enjoys college basketball, Major League Baseball, and exercise.

rcorno@masoncompanies.com

Richard S. Baldwin, III, JD, CFP®, joined The Mason Companies in August 1996.

• Received his Certified Financial Planner designation in 1996
• JD, The University of Virginia
• Bachelor of Arts degree in English, The College of William and Mary
• Previously an associate with Johnson & Young, a law firm in Leesburg, Virginia

In his spare time, Rick enjoys tennis, reading, and spending time with family.

Phil R. Broderick, CFP®, joined The Mason Companies in May, 1987.

• Received his Certified Financial Planner designation in 1990
• Bachelor of Science degree, Family Financial Planning and Counseling, Brigham Young University
• Began his career at the Mason Companies immediately upon graduating from Brigham Young University
• Has provided financial planning services to hundreds of clients
• Enjoys helping people of all levels and expertise to achieve their financial goals while looking out for their best interest

Phil is active in coaching and supporting his children’s sports and theater roles. He enjoys motorcycles, whether they are street bikes or dirt bikes. He also enjoys serving in his church.

Sarah A. Casey, CFP®, joined The Mason Companies in May 2001.

• Received her Certified Financial Planner designation in 1992
• Bachelor of Science degree in Business Administration with a concentration in Marketing, East Carolina University
• Previous experience includes serving as a Director of Financial Services & Programs at the National Rural Electric Cooperative Association (NRECA) and as a Senior Financial and Tax Consultant with the Executive Financial Consulting division of Deloitte & Touche, LLP

Sarah enjoys playing golf and tennis, reading, hiking and watching the Washington Nationals.

• Masters of Business Administration degree in Finance, University of Chicago Booth School of Business
• Bachelor of Arts degree in Economics and History, University of Michigan
• Senior Managing Director, Hartland & Co.
• President & Chief Investment Officer, Lancaster Pollard Investment Advisory Group
• Prior experience includes serving as Chief Investment Officer of a $10 billion public fund and over a decade with capital markets firms

Gregorio T. Druehl, CFA, MBA, AIF, joined The Mason Companies in September 2011.

• Received his CFA designation in 2000
• MBA, Columbia Business School
• Bachelor of Arts, Pomona College
• His past experience includes serving as Director of Fixed-Income Marketing in the Capital Markets group for Fannie Mae, serving as an Associate Director in the Office of Financing at the U.S. Treasury and serving as an Associate Equity Analyst at Prudential Securities
• Served as adjunct faculty at the Marymount University School of Business
• Member of both the CFA Society of Washington DC and the Washington Association of Money Managers.

Greg enjoys spending time with his family, travel, hiking, and tennis.

David R. Gilbert, CFP®, JD, joined The Mason Companies in July 2001.

• Received his Certified Financial Planner® designation in 2001
• JD, University of Virginia
• Bachelor of Arts degree, U.S. History, Princeton University
• Began his professional career as a corporate attorney in San Francisco, first with Musick, Peeler and Garrett and later with Brobeck, Phleger and Harrison, with an emphasis on securities transactions
• Spent one year as Vice President of Corporate Development for Public Financial Management focused on online data management for local governments

David enjoys spending his free time with his wife and twin boys. He also enjoys golf, hiking, nature photography and travel.

Max Gonson, CPA, MBA, CFP®, joined The Mason Companies in September 1998.

• Received his Certified Financial Planner designation in 2001
• Received his Certified Public Accountant designation in 1981
• Masters of Business Administration with a concentration in finance and information systems, the University of California, Berkeley
• Bachelors of Science degree in accounting, The University of Maryland, magna cum laude
• Served as a Senior Contracts Manager with Family Health International and as a Finance and Administration Manager with World Learning, Inc.
• Worked as a financial manager for Hewlett Packard Company, and as an accountant for Rolls Royce, Inc. and Price Waterhouse

Max enjoys traveling with his family, most recently visiting Uganda, Galapagos Islands, and Costa Rica.

Allison Gormier, CFP®, joined The Mason Companies in July 2008.

• Certificate in Financial Planning, Georgetown University, 2011
• Bachelor of Science degree in Finance, George Mason University
• Received her Certified Financial Planner designation in 2012
• Previously served as a Financial Advisor at Merrill Lynch in the Global Wealth Management Division

In her spare time, Allison enjoys spending time with her family, baking, and traveling.

Derek Higgins, JD, MBA, joined The Mason Companies in September 2011.

• JD, Albany Law School, Union University
• MBA, Union College, Union University
• Bachelor of Arts, University of Western Ontario
• Previous experience includes wealth and tax planning roles at US Trust, Citi Global Wealth Advisory Services and Thomas Weisel Partners in San Francisco

Derek lives in Pleasant Hill, California with his wife and son.

Sharon Kampner, MBA, CFP®, joined The Mason Companies in July 2011.

• Received her Certified Financial Planner designation in 2000
• MBA, University of Chicago, Booth School of Business
• Bachelor of Arts degree, Psychology, The University of Kansas
• Previous experience includes serving as Director of Wealth Management with Polaris Equity Management and as Vice President with Brownson, Rehmus & Foxworth, Inc.

In her spare time, Sharon enjoys spending time with her family, running and hiking.

Brian M. Kelley, CFP®, joined the Mason Companies in August 1998.

• Received his Certified Financial Planner designation in 2006
• Bachelor of Arts degree in Economics, Denison University
• Prior to joining The Mason Companies, he worked as an intern at J.W. Garrett & Company, an investment management company in Phoenix, Arizona

In his spare time, Brian enjoys spending time with his family on their small farm in Loudoun County.

Dea Larson, JD, LLM, CFP®, joined The Mason Companies in October 2011.

• Received her Certified Financial Planner designation in 2005
• Masters of Laws in Estate Planning, University of Miami School of Law
• Juris Doctor, University of Miami School of Law
• Bachelor of Arts, University of Kansas
• Previous experience includes serving as Senior Vice President, Wealth Strategist with US Trust, Bank of America Private Wealth Management and as Second Vice President with Smith Barney
• She practiced law with Andrews & Kurth, LLP, was a partner with the law firm Phillips and Reid and an associate with Welbaum, Zook & Jones

Dea’s hobbies include playing violin with the Houston Civic Symphony and crafting handmade quilts

David W. Odiorne, III, CFP®, MBA, CLU, ChFC, joined The Mason Companies in September 1999.

• Received his Certified Financial Planner designation in 2007
• Received both his Chartered Life Underwriter and his Chartered Financial Consultant designations in 1995
• MBA, The College of William & Mary in Virginia
• Bachelor of Science degree in Business & Management Finance, The University of Maryland University College
• Served as a manager at the American Council of Life Insurance in Washington, D.C. and as a director with The Washington Agency of The Northwestern Mutual Life Insurance Company in McLean, VA

David enjoys spending time with his wife and their daughter’s family, especially their three grandchildren. He also enjoys hiking, biking, his saltwater reef aquarium, anything “nature,” and serving in his church.

James L. Ross, II, CRPC®, AIF® joined The Mason Companies in April 2016.

• Earned the Accredited Investment Fiduciary designation in 2016
• Received his Chartered Retirement Planning Counselor designation in 2012
• Bachelor of Arts degree in History and Economics, Denison University
• Past experience includes serving as Vice President of Institutional Investments for Lancaster Pollard and as a Portfolio Manager and Financial Advisor for Morgan Stanley and Merrill Lynch

In his spare time, James enjoys spending time with his family, cooking, travel and powerlifting.

Randy Ryan, CPA/PFS, MS, joined The Mason Companies in April 2007.

• Received the AIPCA’s Personal Financial Specialist designation in 2000
• Received his Certified Public Accountant designation in 1999
• Masters of Science with a concentration in Tax, the University of Virginia
• Bachelors of Science in Business Administration with a major in Accounting and Management from Ohio Northern University
• Previous experience includes working at Watkins, Meegan, Drury & Co. as a Senior Manager, working at the American Institute of CPA’s as a Senior Technical Manager, and positions at PriceWaterhouseCoopers and KPMG
• Former member of the AIPCA’s Personal Financial Planning Executive Committee
• Member of the American Institute of CPAs and the Ohio Society of CPAs
• Former Treasurer of the Meadowland Elementary PTO and is a former Board Member of the Sugarland Run Homeowners Association

Randy enjoys travel and camping.