Justin Mason, CFP®

Justin Mason, CFP®

Partners, Springfield

PRINCIPAL, SENIOR WEALTH ADVISOR, AND CCO

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.

FAMILY
Wife is Kaitlin, Son is Paul, Two dogs – Milo and Sofie

SCHOOL
University of Illinois – I L L!

GIVING
American Business Club, United Way

INTERESTS
Golf, Trap Shooting, BBQ, Craft Beer

BUCKET LIST
A track day in a supercar

Contact Justin

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