Mason Holin, Financial Advisor

I am a 2024 graduate of the University of Wisconsin-Whitewater. I graduated with a Bachelor of Business Administration in Finance, with an emphasis in Financial Planning.

My journey into the world of financial planning started in February 2022 when Bob offered me an internship. As an intern, I discovered my love for financial planning, and upon graduation, I was offered a full time position.

I currently hold my Series 7, Series 66 (securities licenses and registrations are through Harbour Investments, Inc in Madison), as well as the State of Wisconsin Life and Health Insurance licenses.

I grew up in Sun Prairie, WI and in my free time I love spending time on the lake, skiing out west, and golfing.