As Chief Operations Officer at Alliance Wealth Advisors, Mason leads the firm’s operations team, overseeing training, internal accounting, and meticulous record-keeping. Despite his operational responsibilities, Mason’s primary passion remains his role as an Investment Advisor, where he dedicates most of his time to serving clients. Having started his career as an Operations Specialist, Mason gained invaluable behind-the-scenes insight into the financial services industry. His dedication to detail and helping others naturally evolved into a skill for bringing the intricate pieces of financial planning together—especially when guiding clients through retirement transitions. Known for his expertise in retirement planning strategies, Mason has a unique rapport with each client, making him a trusted advisor for many.
Mason holds a degree in Accounting from Weber State University’s John B. Goddard School of Business and Economics.
He resides in Layton with his wife and four children. In his free time, Mason enjoys swimming, camping, golfing, and traveling with his family.