Meet the Masons
Michael D. Mason | Founder & Wealth Manager
Background: Michael has been helping his clients achieve their investment goals since becoming a licensed financial advisor in 2001. He currently holds his Series 6, 63 and 7 securities licenses with J.W. Cole Financial, Inc. and his Series 65 advisory license with J.W. Cole Advisors, Inc. Michael started in the business with American Express in Dunkirk, NY in 2000 as an intern / assistant. In 2001, Michael moved back to Rochester, NY and joined H & R Block Financial Advisors. At the end of 2007, Michael transitioned to LPL Financial and co-founded MDR Investment Management with 2 other partners. In 2014, Michael founded Mason Wealth Management LLC and partnered with J.W. Cole as his Broker / Dealer in 2017. J.W. Cole allows Michael to work as a truly independent advisor, putting him in the best position to act in his client’s best interest.
Education & Accomplishments: Michael received his Bachelor of Science in Business Administration and Management Information Systems from State University of New York at Fredonia. While attending Fredonia, Michael received national honors in Business Administration, international honors in Economics and graduated Cum Laude. He also competed nationally in Track & Field (High Jump) in high school and college.
Interests: Having two active teenage daughters has caused Michael’s interests to evolve. He has gone from creating sled runs in the backyard to creating goalie drills and practicing draw controls in the backyard. You can most frequently find him on the sideline of a lacrosse game cheering on Jillian and Morgan. When time allows, he enjoys sitting on the deck, relaxing and enjoying a fire. He is still a fan of the underdog and continues to tell us why this year is the Miami Dolphin’s year.
Sara P. Mason | Life & Legacy Coordinator & Licensed Insurance Agent
Background: Sara began her career in 2001 when she completed the Junior Executive Training Program and was hired as an Area Sales Manager for Bon Ton Stores. Two years later, Sara became the Area Sales Manager of the Year with sales over $14 million. After temporarily managing a Rochester, NY store during the 2005 Holiday Season, she was promoted to Store Manager and moved to Rochester, NY officially in 2006. Sara was an integral part of helping Michael to co-found MDR Investment Management. After her first daughter was born in October 2010, Sara left Bon Ton Stores to raise a family. Sara worked part time with Michael as an assistant and helped to start Mason Wealth Management LLC in 2014. Sara was then offered a position with a local, fast growing startup company; ultimately becoming the Director of Operations. In February of 2018, Sara left that position to return to Mason Wealth Management LLC as Business Manager and has become a resource for our clients.
Education & Accomplishments: Sara graduated with a Bachelor of Science in Business Administration from York College of Pennsylvania. She is a member of Sigma Iota Epsilon (The National Business Honors Fraternity) and graduated Cum Laude. Sara is licensed to sell Life, Accident and Health Insurances and also certified to provide Medicare Advantage and Medigap Insurance products.
Interests: Sara’s favorite thing about Rochester is the beauty of all four seasons. Being able to get outside on a beautiful weekend day for a hike is a day well spent. As an Eastern Shore native, Sara is picky about her crab cakes and a lifelong Orioles fan. Currently, Sara can be found on the side of a lacrosse field in the evenings or weekends working on her new found hobby of photography.
Emma | Office Greeter
Background: Emma moved to Rochester from Georgia in 2019 via a local rescue. Sara made the mistake of following rescues on Facebook and the rest, as they say, is history.
Education & Accomplishments: Emma’s education comes from her foster mom, who taught her basic commands and crate trained her. Emma is an accomplished napper, she can fake an injury to avoid walking in the bitter cold.
Interests: Emma’s interests are centered around where the sun spots are in the house, where her family is and why isn’t anyone petting her?
Our Family
Sara and Michael have been married since 2007 and have two daughters, Jillian and Morgan. As a family, they enjoy spending time outside, although the plan to locate the 200 Waterfalls in Central and Western New York is on hold while the girls are busy being teenagers. Michael & Sara hope to complete the list at some point.
Their daughters, Jillian and Morgan, are currently chasing their lacrosse dreams.
