top of page

Cherie Mason


Speaker/Counsultant/Tax Preparer

My first "real" job was in a bank right after high school and it was then I fell in love with financial services. In my many years of service, I've worked for some of the largest financial services firms in the world. I try to be a student of all things financial. My desire to deliver a solid financial foundation to everyone goes beyond passion, to me it's my responsibility.


Metropolitan State College of Denver -Bachelors -Finance-Concentration Financial Services

Keller Graduate School of Management – Masters - Accounting 

College for Financial Planning-Graduate Certificate in Personal Financial Planning

Additional Training: 

Dave Ramsey Master Financial Coach

IRS Certified Tax Preparer 

VITA - Volunteer Tax Preparer


Series 7, 63, 66

Insurance (Life and Health)

bottom of page