About Us

Originally from Olathe, Kansas, Mason moved to Austin, TX, in 2019 after graduating from KU to be trained by a top 1% Financial Advisor. He combined his childhood passion for personal finance, investing, and always wanting to help people to establish his advising career. In the first five years of advising, Mason has been able to help over 275 households improve their financial lives.

You've heard this before - there's not a one sized fits all approach to Financial Planning. I believe in a holistic perspective that recognizes the importance of liquidity, not just 'retirement' planning. Learning to earn more is often easier than increasing savings rates on current earnings.  From my experience, the most successful investors stay consistent with long-term, 'boring,' and easy-to-understand investment approaches. They take calculated risks, understanding that success often lies in the steady application of sound principles over time.

As fully independent Advisors, Mason and the Synergy team do not limit their expertise to a single suite of products, but rather evaluate which product works best for the individual clients' needs and goals. The Synergy process embraces a philosophy that embraces liquidity, growth, and tax efficiencies. 

We believe the best way to provide unbiased and objective advice is to charge a one-time flat fee for planning, ensuring transparency and aligning our interests with yours. This fee is an investment in your clarity and financial health for the future, guaranteeing you receive the guidance you need without any hidden agendas.