Your Team

Charles W. Mason, CFP®, CLU
Brent M. Mason
Thomas D. Mason, Esq.
Director of Business Development
Sun Mi “Anne” Shim, AEP®, CFP®, EA
Financial Planner Advisor and Vice President
Eunice Kim, MBA, CIMA®
Investment Manager and Chief Operations Officer
Gregory A. Jones, MBA
Portfolio Investment Analyst
Michelle Ogas
Client Relations and Marketing Manager
Liliana Verduzco
Group Benefits Account Manager
Marleen Scheffy
Chief Compliance Officer
Kent Dallmeyer
Investment Adviser Representative
Roxsanne Preciado
Financial Assistant
Client Coordinator