Reston, VA Freedom Drive Office

David Engler is a CFP® professional with 21 years of experience in financial advising. He has been with Mason Investment Advisory Services Inc since 2006. Mason Investment Advisory Services provides fee-based financial planning and investment management to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, as well as charitable institutions and endowments. The firm emphasizes long-term strategic asset allocation, disciplined rebalancing, and a rigorous manager-selection process, managing approximately $13.2 billion in assets with a focused advisory team.

Sarah Baker is a CFP® professional with 19 years of industry experience. She is currently with Mason Investment Advisory Services Inc, where she has worked since 2021. Her previous roles include positions at Sullivan, Bruyette, Speros & Blayney, LLC and Ronald Blue & Co. Mason Investment Advisory Services provides fee-based financial planning and investment management to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, as well as charitable institutions. The firm employs a long-term strategic asset allocation approach with disciplined rebalancing and a manager-selection process, managing approximately $13.2 billion in assets with a team of 31 advisors.

Randon Tagg is a financial advisor at Mason Investment Advisory Services Inc with six years of industry experience. He holds the Series 66 designation and has worked at Mason Securities, Inc. and Sallie Mae. Mason Investment Advisory Services provides fee-based financial planning and investment management to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable institutions. The firm emphasizes long-term strategic asset allocation, disciplined rebalancing, and rigorous manager selection, offering services such as separately managed accounts and outsourced chief investment officer solutions.

Sharon Kampner is a CFP®-certified financial advisor with 20 years of industry experience. She has been with Mason Investment Advisory Services Inc since 2011 and previously worked at Polaris Equity Management, Inc. and Brownson, Rehmus & Foxworth, Inc. Mason Investment Advisory Services, Inc. is an SEC-registered firm managing approximately $15.67 billion for over 1,000 clients, specializing in fee-based financial planning, portfolio management, and institutional OCIO services. The firm focuses on strategic, long-term asset allocation and manager selection, serving both high-net-worth individuals and nonprofit organizations.

David Montague is a CFP® at Mason Investment Advisory Services, Inc. with two years of experience at the firm. Prior to joining Mason, he worked at Deloitte for three years and spent five years at James Madison University. Mason Investment Advisory Services, Inc. manages over $15 billion for individuals, high-net-worth clients, and institutions, offering services including fee-based financial planning, separately managed accounts, and outsourced chief investment officer engagements. The firm’s investment approach focuses on strategic, long-term asset allocation, rebalancing, and manager selection, with an emphasis on institutional-style OCIO work alongside individual wealth management.

Claudelle Gehy is a Series 66-licensed financial advisor at Mason Investment Advisory Services Inc with 10 years of industry experience. She has been with Mason Investment Advisory Services since 2015. Mason Investment Advisory Services, Inc. manages approximately $15.67 billion for over 1,000 clients through a team of 31 advisors. The firm offers fee-based financial planning, portfolio management for individuals and institutions, and specializes in outsourced chief investment officer services with a focus on strategic asset allocation and manager selection.

Derek Lesnak is a CFA® charterholder and holds a Series 66 license with three years of industry experience. He is currently with Mason Investment Advisory Services, Inc., where he has worked since 2023. His prior experience includes roles at Pathstone, Dyson Capital Advisors, and Cambridge Associates. Mason Investment Advisory Services provides fee-based financial planning and investment management to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm focuses on long-term strategic asset allocation, disciplined rebalancing, and a rigorous manager-selection process, managing approximately $13.2 billion in assets with a relatively small advisory team.

William Courson is a financial advisor with Mason Investment Advisory Services Inc in Reston, VA, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Mason Investment Advisory Services since 2017 and previously worked at Hartland & Co from 2015 to 2017. Outside of his advisory role, he is a co-owner of Kateli Trust, LLC, a real estate investment business, and serves as a volunteer board member and investment committee member for the Concord University Foundation. Mason Investment Advisory Services manages approximately $15.67 billion for over 1,000 clients through a team of 31 advisors, focusing on fee-based financial planning, separately managed accounts, and institutional services including outsourced chief investment officer engagements. The firm employs a strategic, long-term investment approach with an emphasis on asset allocation, rebalancing, and manager selection.

Devin Johnson is a CFP® and holds a Series 65 license with one year of industry experience. He currently works at Mason Investment Advisory Services Inc and previously held roles at The Carlyle Group and KPMG. Mason Investment Advisory Services provides fee-based financial planning and investment management to a diverse client base, including individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable institutions. The firm’s investment approach centers on long-term strategic asset allocation, disciplined rebalancing, and a rigorous manager-selection process.

Daniel Corno is a CFP® and holds a Series 66 designation with three years of industry experience. He has been associated with Mason Associates, Inc. since 2011. Mason Investment Advisory Services provides fee-based financial planning and investment management to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable institutions. The firm emphasizes long-term strategic asset allocation, disciplined rebalancing, and a rigorous manager-selection process, managing approximately $13.2 billion in assets with a relatively small advisory team.

Sarah Avery is a financial advisor with Mason Investment Advisory Services Inc. She holds a Series 65 designation and has been with Mason since 2024. Prior to joining Mason, she spent several years in educational roles at James Madison University and Lake Braddock Secondary School. Mason Investment Advisory Services, Inc. manages approximately $15.67 billion for over 1,000 clients through a team of 31 advisors. The firm specializes in fee-based financial planning, separately managed accounts, and institutional services, with a focus on strategic, long-term asset allocation and portfolio management for high-net-worth individuals and nonprofit organizations.

Amy Mitchell is a CFP® and CFA® with nine years of industry experience. She currently works at Mason Investment Advisory Services, Inc. and previously held positions at Hemington Wealth Management, Keystone Asset Management, Altius Financial Advisors, and Mitchell Financial Services. Mason Investment Advisory Services, Inc. manages approximately $15.67 billion for individual and institutional clients through a team of 31 advisors. The firm focuses on strategic, long-term asset allocation and portfolio management, offering services that include separately managed accounts, financial planning, and outsourced chief investment officer engagements for nonprofit organizations and pension plans.

Blaine Homan is a CFP® with seven years of industry experience, currently serving at Mason Investment Advisory Services Inc. He has worked at Mason Securities, Inc., Centurion Wealth Management, Domani Wealth LLC, and Kurtz, Connor, Browning, & Phillips, LLC. Blaine also spent three years at Virginia Polytechnic Institute and State University. Mason Investment Advisory Services, Inc. is an SEC-registered adviser managing approximately $15.67 billion for over 1,000 clients through a team of 31 advisors. The firm offers fee-based financial planning, separately managed accounts, and institutional services, emphasizing long-term asset allocation, rebalancing, and manager selection.

Jeremy George is a financial advisor at Mason Investment Advisory Services Inc with one year of industry experience. He holds the Series 65 designation and previously spent ten years with Smokin J's, LLC. Jeremy returned to Mason Investment Advisory Services Inc in 2026, having worked there earlier from 2013 to 2015. Mason Investment Advisory Services, Inc. is an SEC-registered investment adviser managing approximately $15.67 billion for over 1,000 clients through a team of 31 advisors. The firm offers fee-based financial planning, portfolio management for individuals and institutions, and outsourced chief investment officer (OCIO) services, emphasizing strategic long-term asset allocation and manager selection.

Matthew Krause is a CFP® professional with eight years of industry experience. He is currently with Mason Investment Advisory Services Inc, where he has worked since 2021. His prior experience includes positions at Purshe Kaplan Sterling Investments, Altus Wealth Group, TIAA-CREF, and Mutual of Omaha. Mason Investment Advisory Services provides fee-based financial planning and investment management to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable institutions. The firm emphasizes long-term strategic asset allocation, disciplined rebalancing, and a rigorous manager-selection process.