Mason Investment Advisory Services, Inc.
Erin Petty, EA, is an Enrolled Agent specializing in executive compensation-level Individual Tax Returns at The Mason Companies since November 2020. Prior experience includes roles as a Data Analyst, Tax Preparer, and Administrative Assistant within the same firm, showcasing a dedication to tax preparation and strategic team success. Erin commenced the journey at The Mason Companies in January 2018 as an Administrative Assistant and progressively advanced to become an Enrolled Agent after passing the SEE Exam 1. Additional roles at firms such as Preston & Partners, Preston | Reffett, and Retail-iQ highlight Erin’s extensive background in administration and research, complemented by earlier experience in customer service and management at Reston Association. Erin earned a Bachelor’s degree in Music Education from the University of North Texas.
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Mason Investment Advisory Services, Inc.
Mason was founded in 1982 to provide private individuals and families with highly customized financial planning, investment management and charitable giving advice. Mason also provides financial planning to senior corporate executives at companies that sponsor financial planning as a corporate benefit. Since 1982, we have grown our business to include investment consulting for institutions, including foundations, endowments, corporate funds, and retirement plans. Our services for institutions are offered on a traditional or non-discretionary basis and on an outsourced chief investment officer (OCIO) or discretionary basis. Our business was founded on the principle that our clients deserve straightforward, independent advice, offered by highly experienced, trusted advisors who are uninfluenced by the conflicts presented when a firm offers proprietary products. As a boutique investment advisory firm, we provide our clients with advice based on sound, time-tested principles and with the data they need to make sound financial decisions. Our private client and institutional practices are relationship based – backed by our highly experienced staff who are dedicated to providing each client with extraordinary service and attention.