Justin Mason

CCO & Wealth Advisor at KEB

Justin is a Wealth Advisor in the Springfield office. As a Certified Financial Planner Professional™ he helps guide clients through important decisions relating to retirement, estate, and insurance planning along with investment allocation and overall portfolio design. He serves on the firm’s Investment Policy Committee, reviewing and analyzing current investment options, portfolio design, and ensuring that the firm’s overall investment strategy is in alignment with current academic research and the best interest of all of KEB’s clients.

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Timeline

  • CCO & Wealth Advisor

    Current role

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