Most strive to achieve financial freedom, live a debt-free lifestyle, and have the ability to not stress about money. Life can throw you curve balls and being prepared to conquer any difficult situation will make you confident and feel reassured in a time of doubt.
My name is Mason and I am a Financial Planner with SmartPro Financial. I hold my Series 65 license, which allows me to provide detailed financial plans and investment strategies tailored to your lifestyle and current financial situation. I was first introduced to Dave Ramsey’s 7 Baby Steps by my parents at a young age. My wife, Kelsey, and I have followed the Baby Steps and recently paid off our home. I have taught Dave’s common-sense financial plan to clients for multiple years and it is my passion. There is nothing better than seeing my clients succeed and achieve their financial goals.
I come from a background of American servicemen, my grandfather being a Vietnam Veteran and Retired Police Officer, my dad being a Retired Fireman, and my brother being an Orthopedic Surgeon.
Before becoming a Financial Planner, I graduated from Boise State University with Bachelor’s Degrees in Political Science and Criminal Justice. I became a police officer because of my passion for helping people in need. I understand what it means to put others’ needs before myself. I am an avid fly fisherman, hunter, and outdoorsman. I look forward to getting to know you and creating a financial plan to achieve your vision of what financial peace looks like to you. If you are interested in speaking to me please set up an appointment with the link provided.