About Us

Mason & Associates, Inc. is a registered investment advisory firm providing comprehensive wealth management and financial planning services.

Our mission is to help clients pursue their goals through thoughtful planning, disciplined investment strategies, and an unwavering commitment to fiduciary responsibility.

We believe that true financial success is about more than numbers. It’s about aligning your wealth with your values and creating a legacy that lasts for generations.

Thomas D. Mason headshot

Thomas D. Mason, Esq.

Chief Compliance Officer

Thomas D. Mason headshot

Thomas D. Mason, Esq.

Chief Compliance Officer

Anne Shim headshot

Sun Mi “Anne” Shim AEP®, CFP®, CTC™, EA

Vice President and Financial Planner Advisor

Anne Shim headshot

Sun Mi “Anne” Shim AEP®, CFP®, EA

Vice President and Financial Planner Advisor

Allan W. Moskowitz

Allan W. Moskowitz AIF®, CFP®

Registered Investment Advisor Representative

Allan W. Moskowitz

Allan W. Moskowitz AIF®, CFP®

Registered Investment Advisor Representative

Kent Dellmayer headshot

Kent Dallmeyer

Investment Advisory Representative

Kent Dellmayer headshot

Kent Dallmeyer

Investment Advisory Representative

Michelle Ogas headshot

Michelle Adams

Creative Marketing Manager and Client Relations

Michelle Ogas headshot

Michelle Adams

Creative Marketing Manager and Client Relations

Liliana Verduzco

Operations Manager

Liliana Verduzco headshot

Liliana Verduzco

Operations Manager

Alexander Santibáñez headshot

Alexander Santibáñez CFA®, MBA

Director of Investments

Alexander Santibáñez headshot

Alexander Santibáñez CFA®, MBA

Director of Investments

Amanda Messmore headshot

Amanda Messmore

Financial Planning Client Services Associate

Amanda Messmore headshot

Amanda Messmore

Financial Planning Client Services Associate

Melody- Anne Legaspi

Operations Associate

Melody- Anne Legaspi headshot

Melody- Anne Legaspi

Operations Associate

Mitchell Crocker CFP®

Investment Planning Analyst

Mitchell Crocker headshot

Mitchell Crocker CFP®

Investment Planning Analyst

Lauren M. Kim

Lauren M. Kim

Tax Associate

Lauren M. Kim

Lauren M. Kim

Tax Associate

Jennel Gabra

Jenell Gabra

Executive Support & Client Relations Specialist

Jennel Gabra

Jenell Gabra

Executive Support & Client Relations Specialist

Roxy headshot

Roxy

Chief of Emotional Support

Roxy and Family

Roxy

Chief of Emotional Support

Anne Shim headshot

Sun Mi “Anne” Shim AEP®, CFP®, CTC™, EA

Vice President and Financial Planner Advisor

Anne Shim headshot

Sun Mi “Anne” Shim AEP®, CFP®, EA

Vice President and Financial Planner Advisor

Allan W. Moskowitz

Allan W. Moskowitz AIF®, CFP®

Registered Investment Advisor Representative

Allan W. Moskowitz

Allan W. Moskowitz AIF®, CFP®

Registered Investment Advisor Representative

Kent Dellmayer headshot

Kent Dallmeyer

Investment Advisory Representative

Kent Dellmayer headshot

Kent Dallmeyer

Investment Advisory Representative

Michelle Ogas headshot

Michelle Adams

Creative Marketing Manager and Client Relations

Michelle Ogas headshot

Michelle Adams

Creative Marketing Manager and Client Relations

Liliana Verduzco

Operations Manager

Liliana Verduzco headshot

Liliana Verduzco

Operations Manager

Alexander Santibáñez headshot

Alexander Santibáñez CFA®, MBA

Director of Investments

Alexander Santibáñez headshot

Alexander Santibáñez CFA®, MBA

Director of Investments

Amanda Messmore headshot

Amanda Messmore

Financial Planning Client Services Associate

Amanda Messmore headshot

Amanda Messmore

Financial Planning Client Services Associate

Melody- Anne Legaspi

Operations Associate

Melody- Anne Legaspi headshot

Melody- Anne Legaspi

Operations Associate

Mitchell Crocker CFP®

Investment Planning Analyst

Mitchell Crocker headshot

Mitchell Crocker CFP®

Investment Planning Analyst

Lauren M. Kim

Lauren M. Kim

Tax Associate

Lauren M. Kim

Lauren M. Kim

Tax Associate

Jennel Gabra

Jenell Gabra

Executive Support & Client Relations Specialist

Jennel Gabra

Jenell Gabra

Executive Support & Client Relations Specialist

Roxy headshot

Roxy

Chief of Emotional Support

Roxy and Family

Roxy

Chief of Emotional Support

Thomas D. Mason headshot

Thomas D. Mason, Esq.

Chief Compliance Officer

Thomas D. Mason headshot

Thomas D. Mason, Esq.

Chief Compliance Officer

Anne Shim headshot

Sun Mi “Anne” Shim AEP®, CFP®, CTC™, EA

Vice President and Financial Planner Advisor

Anne Shim headshot

Sun Mi “Anne” Shim AEP®, CFP®, EA

Vice President and Financial Planner Advisor

Allan W. Moskowitz

Allan W. Moskowitz AIF®, CFP®

Registered Investment Advisor Representative

Allan W. Moskowitz

Allan W. Moskowitz AIF®, CFP®

Registered Investment Advisor Representative

Kent Dellmayer headshot

Kent Dallmeyer

Investment Advisory Representative

Kent Dellmayer headshot

Kent Dallmeyer

Investment Advisory Representative

Michelle Ogas headshot

Michelle Adams

Creative Marketing Manager and Client Relations

Michelle Ogas headshot

Michelle Adams

Creative Marketing Manager and Client Relations

Liliana Verduzco

Operations Manager

Liliana Verduzco headshot

Liliana Verduzco

Operations Manager

Alexander Santibáñez headshot

Alexander Santibáñez CFA®, MBA

Director of Investments

Alexander Santibáñez headshot

Alexander Santibáñez CFA®, MBA

Director of Investments

Amanda Messmore headshot

Amanda Messmore

Financial Planning Client Services Associate

Amanda Messmore headshot

Amanda Messmore

Financial Planning Client Services Associate

Melody- Anne Legaspi

Operations Associate

Melody- Anne Legaspi headshot

Melody- Anne Legaspi

Operations Associate

Mitchell Crocker CFP®

Investment Planning Analyst

Mitchell Crocker headshot

Mitchell Crocker CFP®

Investment Planning Analyst

Lauren M. Kim

Lauren M. Kim

Tax Associate

Lauren M. Kim

Lauren M. Kim

Tax Associate

Jennel Gabra

Jenell Gabra

Executive Support & Client Relations Specialist

Jennel Gabra

Jenell Gabra

Executive Support & Client Relations Specialist

Roxy headshot

Roxy

Chief of Emotional Support

Roxy and Family

Roxy

Chief of Emotional Support

 

One trusted team. Personalized strategies.

A plan built around your life.