Natalie Mason

With over 20 years of experience in the financial industry, Natalie Mason has dedicated her career to building strong, lasting relationships with her clients. She earned her Bachelor of Business Administration from the University of Missouri - Kansas City, and since then, has passionately managed client relationships—ensuring a seamless onboarding process and providing attentive service every step of the way.

Natalie’s journey in finance has been both diverse and enriching. She attended Trust school at Cannon Financial and spent five years as a trust assistant, which laid a solid foundation for her expertise. She then transitioned into compliance, where she spent eight years, including four years as a Chief Compliance Officer at an RIA firm. This varied experience has given her a well-rounded perspective, allowing her to truly understand and meet her clients' needs.

What Natalie loves most about her work is the opportunity to connect with clients on a personal level, getting to know them and their families while helping them navigate their financial journeys. Outside of work, Natalie is a proud mom of three active children who keep her busy with their school and sports activities. When she’s not cheering them on, she enjoys cooking up delicious meals and embarking on spontaneous family adventures.