Mason Stafford is a financial advisor at Stafford Financial, LLC in Billings, MT, with eight years of industry experience. He holds a Series 65 designation and has worked previously as an independent insurance producer and in other roles outside of finance. Stafford Financial serves individual and high-net-worth clients, as well as charitable and business entities, providing investment advisory services and comprehensive financial planning. The firm utilizes third-party managers and model portfolios, emphasizing passive portfolio construction guided by Modern Portfolio Theory, and offers a range of financial planning services integrated into investment implementation.

Paul Stafford is a financial advisor at Stafford Financial in Billings, MT, holding a Series 66 designation with 21 years of industry experience. His prior roles include positions at Cetera Advisors LLC, First Allied Securities, Inc., and managing The Stafford Company, LLC since 2000. Outside of advisory work, he serves as a deacon at Cornerstone Community Church, directs a nonprofit Biblical Counseling Foundation, and facilitates educational sessions. Stafford Financial is an independent advisory firm serving individuals, charitable organizations, and businesses with investment advisory services, comprehensive financial planning, and educational seminars. The firm emphasizes passive portfolio construction using index mutual funds and ETFs, incorporates fundamental and cyclical analysis, and offers services including third-party manager oversight and subscription-style ongoing planning.