Your Team
Van Mason, CFP®, CLU, MBA
President | Registered Principal
Amy Treat
Partner | Chief Operating Officer
Jeremiah Beam, CPFA
Financial Advisor
Peter Coakley
Client Relationship Manager
Heather Boulware
Scheduling & Specialty Services
Deanna Bredall
Client Experience Coordinator
Diane Bell
Operations / Transaction Specialist
Finley Treat
Administrative | Marketing Assistant
Jack Brallier
IT Operations