David Montague has built a strong foundation at Mason since joining the team in 2024, and that work has earned him a promotion to Senior Financial Planning Associate.

Reston, VA, August 17, 2026:

Mason Investment Advisory Services, Inc., a Reston, VA-based registered investment advisory firm, is pleased to announce the promotion of David Montague, CPA, to Senior Financial Planning Associate.

Since joining Mason in October 2024, Mr. Montague has become a valued member of the financial planning team, known for his attention to detail and commitment to client service. Prior to joining Mason, he worked as a Risk & Financial Advisory Consultant at Deloitte, gaining experience that has translated well into his work with Mason’s clients.

Mr. Montague holds a Bachelor of Science in Accountancy from James Madison University and earned his CPA designation in 2021.

“David is a rising star at Mason,” said David Gilbert, JD, CFP®. “He’s a valued member of the team and wants to do the best for our clients. They can count on him to do great work, and he’s always looking for ways to make Mason even better.”

Congratulations to David on this well-earned promotion. We’re excited to see his continued growth at Mason.

About Mason Investment Advisory Services, Inc.

Mason Investment Advisory Services, Inc., works with institutions and private individuals in 46 states and D.C. The firm is independently held and manages approximately $17.3 billion in assets, as of June 30, 2026. Mason is an investment advisor registered with the SEC. Please note that SEC registration does not imply a certain level of skill or training.