Mason & Associates, LLC

Kenneth Mason is a financial advisor with Mason & Associates, LLC in Newport News, VA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Mason & Associates since 2010, following 17 years at Centaurus Financial, Inc. and two years at Equitable Advisors. Mason & Associates serves individual and high-net-worth clients, as well as trusts, providing ongoing investment management and financial planning alongside services such as divorce planning and educational seminars on federal employee retirement benefits. The firm employs strategic asset allocation through diversified, risk-based model portfolios and utilizes both discretionary and non-discretionary relationships to tailor recommendations to clients’ financial situations.

Kyle Eagle is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Mason & Associates, LLC and previously worked at PBMares Wealth Management, LLC. Outside of financial advising, he has experience working in the food service industry. Mason & Associates serves individual and high-net-worth clients, as well as trusts, providing ongoing investment management and financial planning alongside standalone services such as divorce planning and federal employee retirement education. The firm uses diversified, risk-based model portfolios and incorporates external sub-advisers and custodial partners to support tailored client recommendations.

Mason & Associates is an independent, fee-only financial planning firm located in Newport News, Virginia. We provide ongoing comprehensive financial planning and tax planning advice to clients locally and throughout the United States. Our financial advisors specialize in providing financial planning advice to federal employees who are covered by the Federal Employee Retirement System (FERS) and Civil Service Retirement System (CSRS). The financial planning team helps federal employees maximize federal benefits and provides guidance in all areas of financial planning such as retirement planning, tax planning, and estate planning. Not a federal employee? No problem! We serve a variety of clients who have no ties to the federal government other than the taxes they pay. Our financial planning process and client experience allows us to serve families who are already retired or actively working. John leads Mason & Associates as President and Senior Financial Planner, bringing over 15 years of specialized expertise in federal employee financial planning. A CERTIFIED FINANCIAL PLANNER™ since 2012, John has built a reputation for delivering comprehensive, client-centered guidance across tax, retirement, and estate planning. John earned his Bachelor of Science in Business from Virginia Tech’s Pamplin School of Business, where he also completed his CFP® education requirement. He is an Investment Advisor Representative and maintains a Virginia Life and Health Consultant License. John is a member of the following professional organizations: •National Association of Personal Financial Advisors •XY Planning Network •Financial Planning Association As co-host of the Federal Employee Financial Planning Podcast, John has become a recognized voice in the federal benefits space. He is a sought-after speaker at industry conferences and educational events for federal employees, and his insights have been featured in leading publications. Outside the office, John and his wife, Sara, both Virginia Tech graduates, enjoy skiing, snowboarding, and exploring the outdoors in their camper. They’re proud parents to a young son who’s best friends with their golden retriever, Penny.

Colby Mank is a financial advisor at Mason & Associates, LLC with a Series 65 designation and two years of industry experience. He has previously worked with Coppell Advisory Solutions LLC and Penobscot Financial Advisors. Mason & Associates serves individual and high-net-worth clients, as well as trusts, providing investment management and financial planning along with services such as divorce planning and educational seminars on federal employee retirement benefits. The firm uses diversified, risk-based model portfolios and often selects independent sub-advisers to manage portfolios while tailoring recommendations to each client’s financial situation and risk tolerance.

Michael Mason is a CFP® and ChFC® with 39 years of industry experience. He has worked at Mason & Associates, LLC since 2010 and previously held roles at Centaurus Financial, Inc. and Equitable Advisors. He leads a team of seven advisors based in Newport News, VA. Mason & Associates serves individual and high-net-worth clients as well as trusts, offering investment management, financial planning, and specialized services such as divorce planning and federal employee retirement education. The firm uses diversified, risk-based model portfolios and works with independent sub-advisers to tailor recommendations according to client goals and risk tolerance.

Tommy is a graduate of Virginia Tech’s Pamplin School of Business, where he graduated magna cum laude with a Bachelor of Science in Business as a Finance major and completed the CERTIFIED FINANCIAL PLANNER™ (CFP®) education requirement. While pursuing his Bachelor’s degree, Tommy observed that taxation was integral in financial planning and decided to pursue a Master’s Degree in Accounting at Virginia Tech with a focus in taxation. Tommy is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Certified Public Accountant (CPA). He also holds the Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants (AICPA), as well as the Series 65 and the Virginia Life and Health Consultant Licenses. Tommy joined Mason & Associates in 2019 as a Senior Financial Planner, and earned a partnership position in 2020. Prior to joining Mason & Associates, Tommy was a Senior Financial Planner at a respected financial planning firm in Richmond, VA, and also has experience with a “Big 4” public accounting firm. Tommy’s primary responsibilities consist of working directly with Mason & Associates clients in all aspects of their financial plan, with a particular emphasis on the subjects of tax, retirement, and estate planning. Tommy a co-host of the Federal Employee Financial Planning Podcast. Tommy’s memberships and designations include: CERTIFIED FINANCIAL PLANNER™ (CFP®) Certified Public Accountant (CPA) Personal Financial Specialist (PFS) designation with the American Institute of Certified Public Accountants (AICPA) Life and Health Insurance Consultant License in Virginia Chairman and Past President of the Central Virginia Financial Planning Association (FPA) chapter Recognized by the Virginia Society of CPA’s as a Top 5 under 35 in 2018 Recognized by Investment News as 40 under 40 in 2018 Received 2017 Standing Ovation Award in Personal Financial Planning from the American Institute of Certified Public Accountants

Benjamin Raikes is a CFP® certificant with 12 years of industry experience. He is currently with Mason & Associates, LLC, where he has worked since 2022, following prior roles at Verus Financial Partners, Inc. and Coliseum Wealth Management, LLC. Mason & Associates serves individual and high-net-worth clients, as well as trusts, offering investment management and financial planning alongside services such as divorce planning and federal employee retirement benefits education. The firm employs diversified, risk-based model portfolios and coordinates with independent sub-advisers to tailor financial solutions to client needs.