Randon Tagg

Randon Tagg, CFP®, CPA, Managing Director, brings a rare combination of tax expertise and financial planning depth to the clients he serves. A Loudoun County native, he joined Mason in 2018.

Randon spent seven years in accounting before making the move to wealth management, including time as a Senior Tax Associate at Ernst & Young and as a Tax Manager at Sallie Mae. He came to Mason to work alongside advisors Phil Broderick and David Odiorne, eventually taking on full leadership of those client relationships. Today, his practice draws heavily on his CPA background, with particular focus on tax-sensitive planning, equity compensation, corporate accounts, and advanced estate planning strategies for high-net-worth clients. He holds both his CFP® and CPA designations, and earned his Master of Accountancy with a concentration in Tax and his Bachelor of Science in Accounting from Brigham Young University.

Randon’s approach is straightforward: be responsive, be attentive, and stay ahead of what clients need before they ask. Outside of work, he enjoys golf, basketball, and spending time with his wife, three daughters, and their goldendoodle.