Mason Holin-In Training Financial Advisor

I am in my final semester at the University of Wisconsin-Whitewater where I am studying finance with an emphasis in financial planning.
 
My journey into the world of finance started in February 2022 when I met Bob and he offered me the opportunity to intern for his business. As an intern, I discovered my love for financial planning and helping our clients reach their goals.
 
In my free time I love spending time on the lake, skiing and golfing!