Mason Samuels, CKA^®, CRPC^®, AIF^®

I am passionate about helping individuals, families, and business owners in working towards their financial goals. I specialize in both assisting clients with identifying, understanding, and implementing practical and realistic wealth building plans, as well as retirement income planning and wealth preservation strategies for pre-retirees and retirees.

I believe in time tested Biblical principles and truths, and thrive on long-term relationships built on trust, integrity, customer service, and respect. I have the Certified Kingdom Advisor® designation, which allows me to confidently integrate technical expertise and biblically wise counsel into my financial advising role. This designation sets me apart as a financial professional who is pursuing the integration of faith and work. I pour out all I can into each of my clients, and their well being is of utmost importance.

My pride and joy are the women in my life. My wife Katie and I have four precious angels – Tyla Bray, Macie Drey, Jada May, and Tavie Shay. I have been, and continue to be, an active member in my community. I was a head football coach at a local private Christian high school for over a decade, and now I am coaching my girls basketball teams. Katie and I have led education classes at our church for 15 years, and our family serves annually at various events through both our church and other non-profit organizations.

I graduated from MidAmerica Nazarene University with a BA in both Business Communications and Business Administration. I hold the Series 6 & 7 securities licenses through Osaic Wealth and the series 66 through both Osaic Wealth. I’m also a Chartered Retirement Planning Counselor^SM and an Accredited Investment Fiduciary^® (AIF^®), which means I have a legal obligation to manage investments on behalf of others to carry out their fiduciary responsibilities.