About

Mason began working in the financial services industry in 2023, first as an intern and later as a paraplanner. In his current position at Wealth Enhancement, he works closely with senior financial planners to develop and implement comprehensive financial strategies for their clients. He may also conduct detailed financial analyses, while maintaining ongoing effective communication with clients. Mason lives in Wrightstown, Wisconsin. Outside of the office, he enjoys all sports, especially football, since he grew up as a big Green Bay Packers fan.

Education

  • BBA – Finance/Accounting, University of Wisconsin-Eau Claire
  • Accredited Portfolio Management Advisor

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