Personal Financial Planning
Ms. Mason has a diverse background of professional, educational and financial experience.
Her business experience ranges from large corporate management positions to small business owner. She spent several years managing as many as 375 technical professionals across the country in the telecommunications industry. She owned and operated a successful mid-size hospitality business in New England for seven years before moving to Colorado and becoming a financial planner.
She began working in the financial industry with American Express Financial Services before joining a regional Registered Investment Advisor (RIA) and broker dealer where she practiced for 14 years. During that time, she completed the Certified Financial Planner™ program at Metropolitan State University. In 2017, she moved her financial planning practice to A&I Financial Services in Englewood, CO. She currently maintains securities and insurance licenses along with her licensed CFP® designation from the CFP® Board of Standards.
In 2015, Ms. Mason joined the MSU Denver Personal Financial Planning (PFP) certificate program faculty teaching Fundamentals in Financial Planning (FPI). She currently teaches both the FPI course and the Retirement Planning and Employee Benefits (FPV) course for the PFP certificate program.
Ms. Mason received her Master's Degree in International Business graduating with honors from Saint Mary's College in California. She earned a Bachelor's Degree in Mathematics with honors and a minor in Computer Science from California State University.
Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC. Investment advisory services offered through A & I Financial Services LLC, registered investment advisor.