MIAS Planners Recognized in Northern VA Magazine’s ‘Top Financial Professionals List’ (2023)
Reston, VA (August 31, 2023) – Mason Investment Advisory Services, Inc., a Reston, VA-based registered investment advisor and financial planning firm, today announced that four members of its team landed in […]
William Mason, III
Founder and Chairman
Sarah Baker
Senior Financial Planner
Kerry Balagtas
Director of Tax & Co-Director of Financial Planning
Rick Baldwin
Senior Financial Planner
Sarah Casey
Senior Financial Planner
Sue Corle
Business Development Representative
Daniel Corno
Financial Planner
Bill Dwenger
Financial Planner
Scott George
Co-Chief Executive Officer, Co-Chief Investment Officer, and President
Thomas Pudner
Co-Chief Investment Officer and Co-Director of Research
William Thorpe
Chief Marketing and Development Officer
