Mason Schoen, MBA, CFP®, AWMA®, APMA®

Mason serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

Having spent the majority of his career in the financial services industry, Mason has developed an in-depth knowledge of providing clients with comprehensive wealth management.

Mason earned a Bachelor of Science degree in finance and marketing from Kansas State University, where he graduated with honors. He is also a CERTIFIED FINANCIAL PLANNER^® professional, as designated by the Certified Financial Planner Board of Standards; an Accredited Portfolio Management Advisor℠ professional, as certified by the College for Financial Planning^®; and an Accredited Wealth Management Advisor℠ professional, as certified by the College for Financial Planning^®.

Mason enjoys exercising, attending Kansas State University sporting events and spending time with his family.