Mason Joined Soltis in 2024 and is currently an Analyst/Advisor for the Midwest Team. Mason spends most of his time building detailed financial plans, making recommendations, and providing portfolio analysis to help fulfill client’s goals. Mason graduated from Utah Tech University with a bachelors in finance and is pursuing his CFP certification.
Mason enjoys spending time with his beautiful fiancée, Madi. They love going to Vegas Knights games and staying active through working out, running and hiking.