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Meet the Masons

Michael D. Mason | Financial Advisor

Headshot1Background:  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. His partnership with J.W. Cole, a truly independent brokerage firm, allows him to offer investments in his client’s best interests. Michael also holds his Health, Life and Partnership for Long-Term Care Insurance Licenses. By holding all these licenses, Michael is able to develop a full financial plan for all stages of his client’s life.

Focus: Michael’s focus is to build long term relationships with each of his clients based on trust, accessibility and timely knowledge. His main focus is to work with his clients to establish and monitor their retirement goals, while working to grow their assets and assist them in the transition to a distribution strategy when they reach their desired retirement age. All the while, he maintains a focus on minimizing any issues with their estate.

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: Michael loves creating sled runs for his daughters in his backyard but looks forward to being able to have a fire in the evening, sit outside and enjoy the peacefulness of the spring and summer months.  Michael can often be found cheering on his daughters at their events and being active in community and church events.  During college basketball season Michael is an avid Syracuse fan.  Michael’s love of the underdog is most evident in his football team choice, he is a huge Miami Dolphins fan.


Sara P. Mason | Business Manager

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 and Human Resources. 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 that need Medicare planning.

Focus: Sara’s focus is running the business of Mason Wealth Management LLC along with becoming a “Go To” resource for clients with questions about Medicare. Sara’s background in Business Management and Human Resources relays perfectly to these goals. In Sara’s last position, she established employer sponsored health care and voluntary benefits package to over 100 employees. She also has personal experience utilizing the New York State Health Exchange for her family.

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 its proximity to many wonderful parks, whether it is heading to the Adirondacks for a long weekend camping with friends or heading to Letchworth for a nice day hike – she is happy if she is outside.  As an Eastern Shore native, Sara is picky about her crab cakes and a lifelong Orioles fan. She is a founding member of the Gananda Schools Parent Teacher Organization and heavily involved in the activities her daughters participate in from soccer coach to team mom for the cheer squad.

Our Mission

To build long term relationships with each of our clients based on trust, accessibility and timely knowledge. Our main focus is to work with our clients to establish and monitor their retirement goals, while working to grow their assets and assist them in the transition to a distribution strategy when they reach their desired retirement age. All the while, we maintain a focus on minimizing any issues with their estate.
 

Our Family

Sara and Michael have been married since 2007 and have two daughters, Jillian and Morgan. They are active members of their church and contributors to several charity organizations. They also enjoy camping, hiking and are currently trying to locate the waterfalls in the book, "200 Waterfalls in Central and Western New York."

Our Adventures