A lifelong Oklahoma City Resident, Mason graduated from the University of Oklahoma with a degree in Business, as well as Oklahoma City University’s Financial Planning Program as prescribed by the Certified Financial Planner Board of Standards.
Since 1992, he has had the privilege to serve as a Financial Advisor to families, institutions, non-profits, religious organizations, businesses and retirement plans. As a Financial Advisor with The Meritage Group of Wells Fargo Advisors, Mason enjoys working with the talents of a team with over 120 years of combined experience, as well as the resources of Wells Fargo Advisors, to help his clients achieve what is most important to them. His mission is to help his clients build, manage and transition wealth. Mason is a Managing Director – Investments, is a PIM Portfolio Manager, and has been recognized by Wells Fargo Advisors as a Premier Advisor.
Staying active in our community is important to Mason. He is a graduate of Leadership Oklahoma City class XXIV, a past board member of the Leadership Oklahoma City Alumni Association, a member and past president of the West Oklahoma City Rotary club, a founding member of the Mustang Public Schools Foundation, and has served as trustee and board member on various boards and foundations for many years. He was also honored to be chosen as the Wings of Rotary team leader where he led a group of high school students on a two week ambassadorial trip to Japan. It was truly a trip of a lifetime!
In his spare time, you will find Mason enjoying the outdoors with his family and friends. He enjoys riding his mountain bike, hunting, fishing, and spending time at the lake.
** The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Finanancial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices adn team structure, may also be used to determine recipients.
The PIM program is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.