With a vast knowledge base and a strong integrity, Mason specializes in helping individuals and those going through significant changes in their lives work towards achieving their financial goals.

Understanding that each client has their own individual needs, Mason takes the time to understand and value each clients unique situation before making a recommendation. Together, they outline achievable goals and implementation strategies that will guide them toward optimal financial wellness. As a Financial Services Representative, he strives to utilize a holistic approach that is in the best interests of each of his clients.

The financial services industry and insurance and protection products landscape are constantly changing. To serve his clients to the best of his ability, Mason is continuously looking for ways to strengthen his own knowledge and be the reliable resource you need to navigate your financial path with confidence.

Mason received his bachelor’s degree at Miami University of Ohio with a major in Finance. He holds the FINRA Series 7, 63, and 65 securities registrations and is licensed to provide Life and Health Insurance as needed.

In his spare time, Mason enjoys traveling, sailing off of the Connecticut coast, and loves anything with a motor. He strives to provide his clients with the resources to pursue what they enjoy in life.

Check the background of this registered representative on FINRA’s BrokerCheck  

I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT.