Meet Your Team

Our dedicated team of professionals puts their vast experience, education and training to work to help you reach your goals.

Green peas
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

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

Jenell Gabra

Executive Support & Client Relations Specialist

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

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

Jenell Gabra

Executive Support & Client Relations Specialist

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

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

Jenell Gabra

Executive Support & Client Relations Specialist

Jenell Gabra

Executive Support & Client Relations Specialist

Roxy headshot

Roxy

Chief of Emotional Support

Roxy and Family

Roxy

Chief of Emotional Support

Roxy

Chief of Emotional Support

Roxy, our spirited 4-year-old Portuguese Water Dog, proudly serves as the Chief of Emotional Support at Mason & Associates. She takes her duties seriously, from alerting us when UPS or FedEx arrive to providing comfort and joy during the tougher days. With her playful energy and big heart, Roxy never fails to bring smiles to the office and remind us to slow down and appreciate the little things. More than a pet, she’s a loyal teammate, a source of encouragement, and an irreplaceable member of the Mason & Associates family.