Donald Masters Jr. is a financial advisor at Masters Tax and Financial Planning LLC with five years of industry experience. He holds a Series 66 designation and has prior experience at Centaurus Financial Inc. and HD Vest Investment Services. Masters is also the owner of Donald M Masters CPA PC, an accounting and tax CPA firm. Masters Tax and Financial Planning LLC serves high-net-worth individuals, families, trusts, small businesses, nonprofit organizations, and employer-sponsored retirement plans. The firm emphasizes a fundamental analysis approach to large-cap U.S. equities and integrates tax-aware investment strategies coordinated with clients’ accounting professionals.

Mary Masters is a financial advisor at Masters Tax and Financial Planning LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments and Cetera Advisors. Mary is also a licensed insurance agent and offers insurance products through a broker on a limited basis. Masters Tax and Financial Planning LLC serves high-net-worth individuals, families, trusts, small businesses, nonprofit organizations, and employer-sponsored retirement plans, focusing on discretionary portfolio management and tax-aware investment strategies primarily using fundamental analysis of U.S. large-cap equities. The firm coordinates closely with accounting professionals and offers specialized services such as divorce financial planning and estate coordination.