Shayna Lebowitz

Shayna Lebowitz, CFP®, Senior Financial Planning Associate and Financial Planning Associate Manager, has spent nearly two decades helping clients make sound financial decisions. She joined the firm in 2023.

Shayna began her career in mutual fund accounting at State Street in Boston before transitioning into financial planning, where she found her footing. She has since held advisory roles at several respected DC-area firms, including SBSB Advisors, Savant Capital Management, and The Monitor Group, earning her CFP® designation in 2008. At Mason, she brings an analytical lens to financial planning — using tools and data to help clients think clearly about complex decisions. She also manages the Financial Planning Associate team, bringing the same structured, supportive approach to her colleagues that she brings to her clients.

Outside of work, Shayna enjoys traveling and cooking with her husband and young daughter, who is a regular and enthusiastic visitor to the Mason office — largely for the jar of Starburst candy at the front desk.