S.A. Mason, LLC

Samuel Mason is a CFP® with 15 years of industry experience and has been a principal at S.A. Mason, LLC since 2009. He holds a Series 63 license and works from Holland, MI. S.A. Mason LLC provides investment management and financial planning services to individuals, high-net-worth clients, and trusts or estates. The firm combines fundamental and technical analysis to implement long-term asset allocation plans with the flexibility for shorter-term trading, offering discretionary portfolio supervision and fixed- or hourly-fee financial planning.

Richard Veenhoven is a financial advisor with OSAIC Institutions, INC., holding the ChFC® designation and Series 66 license, with 15 years of industry experience. He has worked at Infinex Investments, Inc., S.A. Mason, LLC, and Ameriprise Financial Services, Inc., among others. Outside of advisory work, he serves as president and treasurer of the Van Raalte Farm Civil War Muster, a nonprofit organization. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements. The firm provides access to alternative investments and lending options, with a notable focus on non-discretionary assets and a dual broker-dealer/adviser structure.

Braden Proctor is a financial advisor at S.A. Mason, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with S.A. Mason since 2013. S.A. Mason provides investment management and financial planning services to individuals, high-net-worth clients, and trusts or estates. The firm combines fundamental and technical analysis to implement long-term asset allocation plans while maintaining flexibility for shorter-term trading, and it manages approximately $636 million in client assets with a focus on active portfolio implementation techniques.

Luke Mason is a financial advisor at S.A. Mason, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cleveland Research Company. S.A. Mason LLC provides investment management and financial planning services to individuals, high-net-worth clients, and trusts or estates, combining fundamental and technical analysis with a focus on long-term asset allocation and active portfolio management. The firm manages approximately $636 million in client assets with a small advisory team and employs advanced strategies including options, margin transactions, and short sales when appropriate.