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OUR TEAM

Kerry Balagtas

Director of Tax & Co-Director of Financial Planning

Kerry Balagtas, CPA, Director of Tax & Co-Director of Financial Planning, joined Mason in September 2016.

  • Received her Certified Public Accountant designation in 1998.
  • Bachelor of Science in Business Administration with a concentration in Accounting, Marymount University.
  • Previous experience includes serving as a tax manager at Reznick, Fedder & Silverman (now CohnReznick), as a senior tax associate at a large defense contractor in Northern Virginia and as a senior tax associate at a public accounting firm in DC.

In her spare time, Kerry enjoys playing tennis, reading and spending time with her husband and four children.