Mason Investment Advisory Services
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Team

Bill Mason

William Mason, III

Founder and CEO

Jennie Abner

Client Service Associate

Sherry Maramag Gingras

Tax Administrator

Katrina Axtell

Client Service Associate

Keenan Bailey

Portfolio Manager

Sarah Baker

Senior Financial Planner

Kerry Balagtas

Director of Tax & Co-Director of Financial Planning

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

Gregorio Druehl

Senior Managing Director & Senior Investment Consultant

Bill Dwenger

Financial Planner

David Engler

Financial Planner

Nicole Erdelyi

RFP Case Writer / Marketing Coordinator

Katherine Fincher

Financial Planner & Director of Financial Planning & Innovation

Louise Flath

Senior Client Service Associate

Caleb Fry

Financial Planning Associate

Rebecca Garcia

Senior Reporting Analyst

Claudelle Géhy

Senior Investment Consultant and Director of ESG Research

Scott George

Co-Chief Executive Officer and President

David Gilbert

Senior Financial Planner

Jennifer Guest

Institutional Client Service Specialist

Allison Gormier

Senior Managing Director and Senior Investment Consultant

George Gouin

Managing Director of IT and Systems

Mark Haynes

Director of Complex Portfolios and Investment Consultant

Derek Higgins

Senior Financial Planner

Blaine Homan

Financial Planning Associate

John Irvine

Chief Technology Officer

Suzanne Jekic

Senior Client Service Associate

Devin Johnson

Financial Planning Associate

Tonia Jones

Client Service Associate