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Home
Who We Are
Your Team
Our Approach
Areas of Practice
Life Planning
Life Planning Calculator
Who We Serve
Individuals
Businesses
Resources
Riskalyze
Featured News
Financial Calculators
Client Center
Careers
Our Transition Process
Contact
Blog
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Your Team
Charles W. Mason, CFP®, CLU
Founder
View Biography
Brent M. Mason
President
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Thomas D. Mason, Esq.
Director of Business Development
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Sun Mi “Anne” Shim, AEP®, CFP®, EA
Financial Planner Advisor and Vice President
View Biography
Eunice Kim, MBA, CIMA®
Investment Manager and Chief Operations Officer
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Liliana Verduzco
Operations Manager
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Michelle Ogas
Client Relations and Marketing Manager
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Roxsanne Preciado
Financial Assistant
Client Coordinator
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Marleen Scheffy
Chief Compliance Officer
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Kent Dallmeyer
Investment Adviser Representative
View Biography