Mason is a CERTIFIED FINANCIAL PLANNER™ professional who emphasizes creative, sophisticated wealth management strategies along with access to banking & lending services. Mason works with individuals, families and businesses who have experienced a sudden change of wealth or income to develop a sustainable financial strategy. As a financial advisor, Mason values transparency, constant learning and excellent service to all of his clients.
In his free time, he is an avid sports fan and golfer. On the weekends, he loves to cook his favorite recipes, try new restaurants and open a bottle of wine with his friends & family.
Prior to joining Merrill, Mason earned his B.S. in Economics, concentrating in Finance, from Cal Poly, San Luis Obispo.
*Banking and Lending Services are through Bank of America, N.A.
As your Merrill advisor, I offer advice and guidance based on your goals and priorities -- for yourself and your family. Our approach to financial planning places you -- not the market -- at the center of our focus. I can help you understand the pros and cons of every potential decision, and help you maintain discipline so you can pursue your most important goals. As your needs or market conditions change, I will continue to collaborate with you and help you organize your financial life so that we can agree upon adjustments to your plan, as needed.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
