Mason Smith is a Paraplanner at Waggoner, where he brings precision and genuine intellectual curiosity to the firm's planning process. He supports advisors by preparing in-depth financial analyses, building detailed client reports, and contributing to strategy development that strengthens the quality of our work on behalf of clients.
With a strong interest in financial modeling, Mason approaches each project with a drive to understand the reasoning behind the numbers, ensuring the insights delivered to clients are both thoughtful and well-supported.
Outside the office, Mason channels the same discipline into boxing, taekwondo, and skiing. He values experiences that challenge him and shapes the way he shows up for colleagues and clients alike.