With over 12 years of experience in the financial services industry, Brie Mason is a dedicated and passionate financial professional who wholeheartedly serves families with care and compassion. She is fiercely committed to her fiduciary duty and always puts her clients interests first and foremost. Known for her unwavering dedication to her clients, Brie focuses on providing tailored financial advice and planning that empowers individuals and families to navigate life’s transitions with confidence.

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Brie began her career here in operations, where she helped build the company from the inside out. She gained valuable insight into the impact our financial advisors have on clients' lives. Inspired by the difference advisors were making, she pursued a path of continuous education and professional development to become a trusted advisor herself, still having some focus and keeping her finger on the pulse of operations until 2025 when she made the decision to dedicate herself fully to advising. Aside from her undergraduate work in Economics and International Business and her post graduate work in Education, Brie is a licensed financial professional with a Life/Health Insurance license, and she is also accredited with specialized certifications as a Certified Divorce Financial Analyst (CDFA®) and Certified Grief Professional (CGP), allowing her to guide clients through some of life’s most difficult transitions.