Justin Mason CFP®

Justin Mason

Springfield, IL Office

Wealth Advisor

Justin joined KEB Asset Management in the Spring of 2013 after working for a privately-owned broker/dealer in East Peoria, IL.

In his role as Wealth Advisor, he helps clients make educated and informed decisions in areas relating to retirement, estate, and insurance planning along with investment allocation and overall portfolio design. He serves on the firm’s Investment Policy Committee reviewing and analyzing current investment options, portfolio design, and ensuring that the firm’s overall investment strategy is in alignment with current academic research and the best interest of all of KAM’s clients.

Justin holds his Series 66 financial license and his Certified Financial Planner Professional (CFP®) designation. He also holds a bachelor’s degree in Agriculture and Consumer Economics with a concentration in Personal Financial Planning from the University of Illinois at Urbana/Champaign.

 



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