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MIAS Planners Recognized in Northern VA Magazine’s ‘Top Financial Professionals List’

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 the rankings of Northern Virginia Magazine’s “Top Financial Professionals List.”

Scott George, President and Co-Chief Investment Officer; Chris Schreiner, Chief Operating Officer; Sarah Baker, Senior Financial Planner; and Brian Kelley, Senior Financial Planner, each received enough nominations by industry peers to be recognized in the list for 2023.

“We are thrilled to be recognized by our peers in Northern VA Magazine’s Top Financial Professionals List,” said Mr. George. “Our team has exceptional skills and in-depth knowledge. We are dedicated to helping our clients achieve their financial goals, and we are proud to see many of our team members included on this year’s list.”

The Top Financial Professionals List by Northern VA Magazine is the result of extensive research and evaluations driven by surveys sent to Northern Virginia financial professionals asking them to recommend other financial professionals to whom they would refer friends and family. Those on the listing received the most nominations. Winners cannot pay for inclusion on this list, and the ranking reaffirms individuals’ status as trusted advisors and respected authorities in the financial industry.

As Mason celebrates the inclusion of Scott George, Chris Schreiner, Sarah Baker, and Brian Kelley in Northern VA Magazine’s Top Financial Professionals List, we extend our gratitude to our valued clients for entrusting us with their financial needs. We remain dedicated to delivering best-in-class financial services and exceeding our clients’ expectations.

Founded in 1982, Mason works with private individuals, families, and institutions (foundations, endowments, corporate funds, and retirement plans) in more than 40 states, is independently owned, and does not create any proprietary products. Mason has over $10 billion in assets under management and aggregated/reporting only assets. Mason is an investment advisor registered with the SEC. Please note that SEC registration does not constitute an endorsement of the firm by the Commissioner, nor does it indicate that the firm’s advisors have attained a particular level of skill or ability.

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