Bree Gore

Client Service Associate

Bree Gore, Client Service Associate, came to Mason from an unexpected direction and brought exactly the right skills with her. She joined the firm in 2024.

Bree spent several years in the landscaping industry, first as an office administrator and later as co-owner of her own company, managing client communication, scheduling, accounts payable and receivable, and marketing. When she was ready for a new direction, Mason’s reputation drew her in. The fit made sense: she describes herself as detail-oriented and genuinely enjoys the kind of precise, process-driven work that keeps a client’s financial life running smoothly. At Mason, her day-to-day spans life insurance payment facilitation, account opening, money transfers, tax payments, meeting scheduling, and the full range of client service in between. She holds a Bachelor of Science in Family Life from Brigham Young University.

Outside of work, Bree enjoys hiking, traveling, and working on crafts and home projects. She spends her time with her husband and their two cats.