Our Team
Independent Wealth Advisors and Investment Professionals Who Care
Mason takes pride in the credentialed professionals on our wealth and investment management teams, committed to developing life-long relationships. They assist our institutional and private clients with proactive and constructive institutional consulting and wealth management solutions. And they are fiduciaries who bring objective analysis to every client situation and always applying their best thinking and act in our clients’ best interest.
William Mason, III
Founder and Chairman
Jennie Abner
Client Service Associate
Katrina Axtell
Client Service Associate
Keenan Bailey
Portfolio Manager
Sarah Baker
Senior Financial Planner
Rick Baldwin
Senior Financial Planner
Shannon Batallas
Senior Client Service Associate
Barry Beach
Senior Managing Director & Senior Investment Consultant
Laura Blackburn
Tax Manager
Laurie Boden
Senior Client Service Associate
Phil Broderick
Senior Financial Planner
Sarah Casey
Senior Financial Planner
Sue Corle
Business Development Representative
Daniel Corno
Financial Planner
William Courson
Senior Managing Director & Senior Investment Consultant
Jack Delaney
Chief Compliance Officer & In-house Counsel
Jason Doyle
Associate Consultant & Co-Director of Research
Rebecca Garcia
Senior Reporting Analyst
Gregorio Druehl
Senior Managing Director & Senior Investment Consultant
Bill Dwenger
Financial Planner
David Engler
Financial Planner
Katherine Fincher
Financial Planner & Director of Financial Planning & Innovation
Louise Flath
Senior Client Service Associate
Caleb Fry
Financial Planning Associate
Bree Gore
Client Service Associate
Allison Gormier
President — Institutional Division
Claudelle Géhy
Senior Investment Consultant and Director of ESG Research
Scott George
Co-Chief Executive Officer and President
David Gilbert
Senior Financial Planner
George Gouin
Managing Director of IT and Systems
John Irvine
Chief Technology Officer
Jennifer Guest
Institutional Client Service Specialist
Mark Haynes
Director of Complex Portfolios and Investment Consultant
Blaine Homan
Financial Planning Associate
Abby Kheri
Operations Associate
Devin Johnson
Financial Planning Associate
Tonia Jones
Client Service Associate
Barbara Joyce
Financial Planning Associate, MIMS Manager & Tax Preparer
Sharon Kampner
Senior Financial Planner
Lee Kapnisi
Senior Financial Planner
Brian Kelley
Senior Financial Planner
Tyler Krow
Technology Associate
Matthew Krause
Financial Planner
Shayna Lebowitz
Financial Planning Manager
Derek Lesnak
Associate Investment Consultant
Heather McQueen
Senior Client Service Associate
Aaron Mendelson
Institutional Business Development Associate
Rachel Milburn
Client Service Associate
Isabel Moore
Senior Client Service Associate
Anita Nagdev
Tax Manager
David Odiorne
Senior Financial Planner
Stefan Patchan
Portfolio Manager and Research Associate
Ariadne Pojedinec
Reporting Analyst
Thomas Pudner
Co-Chief Investment Officer & Director of Research
Michele Pryor
Institutional Client Service Specialist
Shaye Pryor
Portfolio Manager
Robin Pylypko
Director of Administration
Sharon Rickett
Operations Associate
Eric Rife
Financial Planner
Ayveel Robinson
Portfolio Manager
Mike Roethel
Corporate Controller
James Ross
Managing Director & Senior Investment Consultant
Randon Tagg
Senior Financial Planner
Chris Schreiner
Co-Chief Executive Officer and Chief Operating Officer
Mary Ellen Schuler-Brand
Director of Operations
Harrison Smith
Associate Investment Consultant
Nikki Smith
Director of Marketing
Jamal Spears
Accountant Associate
William Thorpe
Chief Marketing & Development Officer
John Walker
Receptionist
Amanda Warrington
Compliance Officer
Matthew Williamson
Portfolio Manager
Norma Winning
Institutional Client Service Specialist