Mason currently serves as the firm’s Chief Operations Officer. While he oversees the firm’s internal accounting and record keeping, he primarily loves being an Investment Advisor and spending the majority of his time serving our clients. He started in financial services as an Operations Specialist and learned the in’s and the outs of the industry from behind the scenes. However, his attention to detail and love for helping others was a formula for success to bring the pieces of a financial puzzle together and apply that passion to our client’s retirement transitions. He is an expert at retirement planning strategies and has a natural rapport with all of our clients.
Mason graduated in Accounting from Weber State University’s John B. Goddard School of Business and Economics.
Mason lives with his wife and three kids in Layton. Mason enjoys spending time with his family swimming, camping, golfing, and traveling.