Samuel Mason is a CFP® and holds a Series 63 license, with 16 years of experience in the financial industry. He has been with S.A. Mason LLC since 2009, where he is part of a four-advisor team based in Holland, MI. S.A. Mason LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth individuals, trusts, estates, and charitable organizations. The firm uses a combination of fundamental and technical analysis to guide investment decisions, offers a variety of trading strategies including derivatives and leverage under documented controls, and manages approximately $528.7 million for about 254 clients.

Richard Veenhoven is a ChFC®-designated financial advisor with 16 years of industry experience. He is a member of the four-advisor team at S.A. Mason, LLC and has held roles at Infinex Investments, Inc. and West Michigan Community Bank, where he serves as Senior Vice President of Wealth Management. Outside of advising, Veenhoven is president and treasurer of the Van Raalte Farm Civil War Muster organization. S.A. Mason, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs both fundamental and technical analysis, allowing for long-term asset allocation and short-term trading using tools such as options, short sales, and margin transactions under documented controls.

Braden Proctor is a financial advisor at S.A. Mason, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with S.A. Mason since 2013. S.A. Mason provides investment management and financial planning services to individuals, high-net-worth clients, and trusts or estates. The firm combines fundamental and technical analysis to implement long-term asset allocation plans while maintaining flexibility for shorter-term trading, and it manages approximately $636 million in client assets with a focus on active portfolio implementation techniques.

Luke Mason is a financial advisor at S.A. Mason, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cleveland Research Company and Amazon prior to joining S.A. Mason. S.A. Mason LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth individuals, trusts, estates, and charitable organizations. The firm combines fundamental and technical analysis to inform investment decisions and utilizes a range of strategies including options, short sales, and margin transactions under documented controls and client authorization.