John Owens is a CFP® professional with seven years of industry experience. He is currently with Brooklyn FI, LLC and Mason Tax, LLC, where he provides both financial advisory and tax preparation services. His prior experience includes roles at Vintage Financial Services, LLC, UPMC, and WMGH/WLSH Radio. Owens dedicates part of his time to tax preparation through Mason Tax, LLC. Brooklyn FI serves individual and high-net-worth clients by offering discretionary portfolio management, comprehensive financial planning, and retirement-account advice. The firm employs a primarily passive investment approach focused on low turnover and tax efficiency, managing approximately $341 million in discretionary assets.

Caitlin Fastiggi is a CFP® professional with four years of industry experience, currently serving at Brooklyn FI, LLC. She previously worked at HFO Services Corp for seven years. Brooklyn FI serves individual and high-net-worth clients, providing discretionary portfolio management, comprehensive financial planning, and retirement-account advice. The firm primarily employs a passive investment approach using index mutual funds and ETFs, while also integrating tax services through an affiliated tax preparation business.

Shane Mason is a CFP® professional with nine years at Brooklyn FI, LLC and five years of industry experience. He previously worked at Raich, Ende, Malter & Co and has been involved with Global Equity Management, Inc. and Rise and Fi, LLC. Outside of his advisory role, he is a 50% owner of In the Money Media, LLC, a podcasting company based in Brooklyn, NY, and provides tax preparation services through his own firm, Shane Mason, Inc. Brooklyn FI serves individual and high-net-worth clients by offering discretionary portfolio management, comprehensive financial planning, and retirement-account advice. The firm employs a primarily passive investment approach using index mutual funds and ETFs, and integrates tax services into its financial planning through an affiliated tax preparation business.