Jake Mason CFP®

Senior Wealth Advisor

Mr. Mason has been a Senior Wealth Advisor of WBH Advisory, Inc. since September 2021. Previously, Mr. Mason was a wealth manager, principal, and partner of a regional Registered Investment Advisor from 2007 until he joined WBH. Mr. Mason graduated from Georgetown University in 1994 with a Bachelor of Science degree in international economics.

Mr. Mason has been a CERTIFIED FINANCIAL PLANNER™ professional since 2007.