Our Team
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William Mason, III
Founder and Chairman
Scott George
Co-Chief Executive Officer, Co-Chief Investment Officer, and President
Allison Gormier
President — Institutional Division and Senior Investment Consultant
Chris Schreiner
Co-Chief Executive Officer
Jennie Abner
Client Service Associate
Sarah Avery
Financial Planning Associate
Katrina Axtell
Client Service Associate
Keenan Bailey
Portfolio Manager
Sarah Baker
Senior Wealth Advisor
Erin Balagtas
Client Service Associate
Kerry Balagtas
Director of Tax and Co-Director of Financial Planning
Rick Baldwin
Senior Wealth Advisor