Mason joined our team as a summer intern in 2025 and transitioned to a full-time role in mid-2026. He earned a Bachelor of Science in Finance, with a minor in Business Analytics, from the University of Wisconsin–La Crosse. In his role, Mason helps support planning process by updating client accounts, assisting with the development of financial plans as well as analyzing financial data for client reviews. Mason is also currently preparing to take the Securities Industry Essentials (SIE), Series 7, and Series 66 exams as he works toward becoming a Financial Advisor.
Licenses and Credentials:
- Life Insurance License
- Health Insurance License
Outside of work, Mason enjoys staying active by golfing, hunting, and fishing.