Our Team

I have been in the Financial Services Industry for 25 years. I received my Business Management Degree from Northern Michigan University and also hold CFP, ChFC, CRPC designations.

I became a financial planner because I have always had a passion for finance and a deep desire to help people achieve their financial goals. Guiding individuals through their financial journeys allows me to combine my expertise with my commitment to making a meaningful impact in their lives. This profession enables me to turn complex financial concepts into actionable plans that bring peace of mind and financial security to my clients.

What do you like to do in your spare time?

• I am a musician, I play 4 instruments and I like to write songs.
• I lived in Singapore and I have been on the Tonight Show with Jay Leno

I became a financial advisor because I wanted to help people better understand their finances and the importance of financial planning. Many people feel stressed when it comes to money, and my goal is to ease that stress and provide a sense of relief. What I love most about my job is the opportunity to make a real impact every day. It’s incredibly rewarding to help families find answers to questions they’ve been struggling with for months or even years. The sense of accomplishment I feel when I can ease someone’s worries is unmatched. Each client has a unique story, and I’m excited to be a part of their journey toward financial security.

I grew up in Pittsburgh, PA, but now call Denver, CO home and love being close to the mountains. I’ve had the privilege of working with major firms like Vanguard and Fidelity, which has allowed me to interact with thousands of families and understand what truly impacts them. These experiences have also given me the opportunity to learn from some of the best in the industry, and I bring that knowledge with me every day. I graduated from Edinboro University of Pennsylvania with a degree in Social Science, along with minors in History and Psychology. These fields of study have been incredibly valuable in my work with clients, as I use all three daily to better understand their needs and guide them toward success.

What do you like to do in your spare time?

• I love spending time with friends and family
• I enjoy riding my bike and hiking
• I’m also a huge movie fan and have been a lifelong admirer of The Lord of the Rings

A quarter century helping clients make great financial decisions. I am a graduate of the University of Central Florida and a 5th generation Floridian.

I became a financial advisor because I believe everyone deserves to feel empowered and in control of their money. As a Certified Financial Planner™, what really lights me up is helping my clients take control of their finances and reach their goals. I absolutely love sharing my knowledge and seeing the “aha” moments when things start to click for them. It’s incredibly rewarding to witness my clients feeling more confident and secure about their financial future. I’m all about providing that personalized support and guidance to make sure they’re on the right track.

What do you like to do in your spare time?

• I was born on Guam. I have been on top and looked down into an active volcano. I have jumped out of a perfectly good airplane 10,000 feet up.
• I first acquired my Merchant Marine Master Captains license at age 24. With a love for the water (the salty stuff) and anything outdoors, you can usually find my wife Debbie and I out on the water or traveling to see new places.

I became a Certified Financial Planner™ professional because I grew up in a large family that struggled with finances and making smart financial decisions. I wanted to change that. So I gained a background in comprehensive financial planning and tax-efficient retirement strategies. I specialize in helping individuals and families evaluate opportunities to reduce lifetime taxes, including Roth conversion strategies and retirement income planning. I love helping clients simplify complex financial decisions and build clear, actionable plans that give them confidence in their long-term financial future.

I hold a Bachelor’s degree in Finance and am a Certified Financial Planner™ professional. I have spent more than a decade working in the financial services industry, helping individuals and families develop comprehensive financial plans focused on retirement planning, tax strategy, and long-term wealth management. Over the course of my career, I have worked in both planning and advisory roles, including serving as a Senior Financial Planner at Domain Money. I now work with Q3 Advisors where I focus on helping clients evaluate tax-efficient strategies such as Roth conversions and retirement income planning.

What do you like to do in your spare time?

Outside of work, I enjoy spending time with my wife and our five kids. Much of my free time is spent at youth sports events, coaching, or supporting their activities. I’m also an avid sports fan and a passionate supporter of Liverpool Football Club. When I have the chance, I enjoy playing golf and spending time outdoors with my family.

1. I’m a die-hard Liverpool Football Club fan and willingly wake up at unreasonable hours to watch matches.
2. With five kids at home, I’ve become highly skilled at attending youth sports games and surviving organized chaos.
3. I enjoy playing golf and remain optimistic that one day my score will match my enthusiasm.

I have over two decades of financial experience working with high net worth families in a collaborative environment to strategize, build, and implement financial plans to provide confidence and clarity that they will have a successful retirement. Along with my experience I also am a CFP and have worked with both large and boutique firms.

The main reason why I choose to be a financial advisor is my passion for helping people and interacting with them. A person’s financial decisions will significantly influence their family’s entire future, and I’d like to take the responsibility of helping them. Learning about people, their experiences, and their families is very fulfilling and then applying my expertise to help people exceed their goals is extremely rewarding.

What do you like to do in your spare time?

• I have a wonderful wife of almost twenty years and two amazing boys. They are 8 and 10 years old and I volunteer to coach all their sport teams. We enjoy spending our free time at the beach, fishing, and exploring the beauties of Florida. We also enjoy traveling to the Northeast a few times during the year to visit and spend time with both our families. Lastly, we are diehard University of Miami Hurricanes fans. GO U!

I’m a Certified Financial Planner™ with over 15 years of experience helping individuals, families, and business owners create clarity and confidence in their financial lives. I earned my Bachelor’s in Personal Financial Planning from Texas Tech University.

From early in my career, I made a deliberate choice never to be forced to sell financial products for commissions. My philosophy is simple: the financial plan should drive the strategy, not the other way around. Over the years, I’ve advised clients at firms including, JPMorgan Chase & Co., where I served as a Complex Wealth Planning Advisor, Creative Planning as a Financial Planner, and TIAA, where I worked closely with professionals in higher education, government, and non-profit organizations. I’ve also partnered with independent firms, specializing in retirement income design and tax-efficient wealth strategies for clients preparing for or navigating retirement.

What keeps me passionate about this work is the individuality of each client story. Every family, every plan, every goal is different—and solving those unique puzzles is what I love most. I’m meticulous by nature (some might say a total financial nerd), because I believe the details are where lasting value is found.

When I’m not deep in a spreadsheet or strategy session, life revolves around my family. My wife, Lauren, and I have been married for over 13 years and are raising three young kids—Hudson, Remi, and Addison—in Boca Raton, Florida. Most weekends you’ll find me on a baseball or soccer field, proudly living vicariously through their latest adventures. There’s rarely a quiet moment at the Rigler house, and I wouldn’t have it any other way.

What do you like to do in your spare time?

• I am a total nerd and because of the timing of my kids over the years, I could change a diaper on a cat if you asked me.
• Married to my wife, Lauren, of 12 years and we have three kids under the age of 7, Hudson, Remi, and Addison. We live in sunny south Florida in Boca Raton. I spends most of my free time selfishly trying his best to live vicariously through his kids out on the baseball and soccer fields. Hardly a dull moment at the Rigler household.

I became a financial advisor, rather than an accountant, because I learned that I enjoyed helping people to navigate the broad complexities of their financial lives. I waited tables for about a decade, which educated me on the art of connecting with people quickly. This has translated well, from a personability standpoint, when endearing myself to new clients. Throughout my career thus far, I have most enjoyed the engagements with clients where I am able to, in a short amount of time, positively impact their financial lives in a significant way.

I have 12 years of experience in the financial services industry, starting out as a licensed banker and then moving on to the investment side the industry. I have experience working with employer-sponsored plans as well, which involved large, in-plan Roth conversion strategies that may be relevant to the Rothologist position. While I have a BBA and MBA in personal financial planning and finance, respectively, I feel that the CFP designation I have earned and my work experience are, together, the most valuable intangible assets I possess.

I love to throw the football with my sons and step-sons in addition to attending their various sporting events. My father was a chef by trade and thus I grew up in the kitchen learning cooking techniques. As a result, I have a passion for cooking, and for smoking meats. I love to take my wife out to dinner as well and am working on taking her to some country music shows. My wife is originally from Zimbabwe, which makes for fun conversation. Lastly, I try to lift weights and hit the treadmill about five times per week so that I can hope to keep up with the kids for another year or so.

What do you like to do in your spare time?

• Throwing the football with my sons and step-sons and cheering them on at their sporting events
• Cooking and smoking meats, a passion I picked up growing up in the kitchen with my father, who was a chef by trade
• Taking my wife out to dinner and planning country music shows together
• Lifting weights and hitting the treadmill about five times a week to keep up with the kids

I became a financial advisor mainly because I enjoy helping people. I love helping my clients understand the different types of assets that they have accumulated and how best to optimize them to meet their personal goals. I really enjoy seeing clients become more confident to move forward with their goals once they see that there is a plan that works.

I have experience in retirement planning, tax planning, tax preparation, executive compensation planning, education planning, and more. I have gained valuable experience working in several different firms as a Certified Financial Planner. While raising our 3 children, I worked my way from part time receptionist/paraplanner to client-facing CFP in 10 years.

What do you like to do in your spare time?

I enjoy reading and going for walks during all 4 seasons where we live in beautiful, rural Pennsylvania. I enjoy spending time with my husband and our 3 adult children who all live nearby.

I like to read books that have a movie made about them and then watch the movie when I’m done. The book is always better! I’m almost 6 feet tall and I never played basketball. I taught all 3 of my children to read.

I became a financial advisor because I wanted to help people have a clear understanding of their financial circumstances in order to make the best decisions for their lifestyle and future. I enjoy being able to help people realize their financial goals and have the retirement of their dreams. It is a joy to get to know clients and see them become confident in their financial security after implementing a plan to meet their individual goals.

I received an Accounting degree from Radford University and also have designations as a CPA, PFS, CFP® and CGMA. I have experience as a CPA from leading the tax practice of a KPMG office. I worked as a Senior Financial Planner at Wachovia Bank for many years. I also was the Vice President of Taxation for a large family home office where I was responsible for income tax preparation and planning as well as estate tax planning 16 1/2 years.

What do you like to do in your spare time?

• I play several musical instruments including piano, guitar, bass, drums and trumpet.
• I enjoy riding my bike and hiking
• I like to do volunteer work both in the US and overseas.

I went to school at UW-Madison and transferred to UW-Eau Claire to play D3 football. I received my CFP in 2014 and BFRA in 2016. I’ve been an advisor for 12 years. At my prior firm, I was an advisor, model architect, head trader, and director of technology and trading.

I became a financial advisor as I love seeing planning lead to happiness and increased well-being in people’s lives. I love the markets, money, and the power of compound interest. I enjoy helping people face their fears, protect themselves against them, and fight back against them.

What do you like to do in your spare time?

• I’m a huge fantasy/sci-fi fan, love grand strategy games, and married my high school sweetheart.
• I’m an avid Minnesota sports fan and a Twins season ticket holder. I enjoy spending as much time with my family as possible and find a lot of joy hiking with my black lab, Ninja. I enjoy escaping reality with fantasy and sci-fi novels and spending a lot of time researching investing and financial planning for fun.

I have been involved in the financial services industry as early as my first year of college at Temple University where I majored in Finance & Financial Planning. I have experience as a lead advisor in large firms such as Vanguard and Fidelity as well as smaller independent firms. My experiences with High Net Worth families and individuals allow me to grow my knowledge base and bring a unique perspective to every client situation.

I became a financial planner because I first and foremost wanted to help other people. I’ve always had a passion for finance and financial planning and this career path enables me to practice what I love and help people achieve their goals and dreams.

Outside of helping clients I am avid reader, love getting outside and being in the great city of Philadelphia (go Birds!). Fun fact, I have lived in the city for both Eagle Super Bowl wins and was on Broad St. both times as well. In addition, I love to play golf, despite being a 19 handicap, with my friends and family.

What do you like to do in your spare time?

• I speak fluent Polish, a majority of my family is over there
• I have been to 6+ countries in Europe.
• I live in a 100+ year old renovated school house.

I became a financial advisor because I wanted to help people make confident, informed decisions about their money. I’ve seen firsthand how the right plan can remove stress, create opportunities, and allow families to focus on what matters most to them. My favorite part is helping clients enjoy life now while creating strategies that minimize taxes for both them and their heirs. There’s nothing more rewarding than knowing my work helps protect a lifetime of savings and allows families to pass on more to the people and causes they care about.

I became a financial planner because I first and foremost wanted to help other people. I’ve always had a passion for finance and financial planning and this career path enables me to practice what I love and help people achieve their goals and dreams.

Outside of work, I enjoy golfing, reading, and challenging myself with word games. Whether it’s a round on the course, getting lost in a great book, or solving a tricky puzzle, I love activities that keep both my mind and body active. I also value time with family and friends, especially when it involves good conversation and a bit of friendly competition.

What do you like to do in your spare time?

• I’m a die-hard fan of every Arizona sports team – win or lose, I’m cheering them on.
• Once guessed the Wordle word on my very first try (and I’m still bragging about it).
• Love to grill and believe there’s never a bad day for barbecue.

I’ve been interested in finance from an early age. Growing up in Beaverton, Oregon, I opened my first investment account at 12 and spent years attending the local Nike shareholder meetings—often as the youngest voting investor in the room. That early exposure shaped how I think about ownership, discipline, and long-term decision-making.

While completing my Master’s in Financial Planning & Analytics, I initially expected to pursue a traditional analyst path. Instead, I discovered that I found greater fulfillment working directly with individuals and families—helping them reduce tax burden, evaluate complex investment strategies, and make confident, well-informed decisions.

I enjoy helping clients bring clarity and intention to increasingly complex financial lives.

I earned my degree in Economics from Brigham Young University and spent 10+ years in financial software as a Director of Implementation and Training working directly with C-level executives to apply and develop tools that support board financial decision-making at scale.

Later completed Utah Valley University’s inaugural Master’s of Financial Planning & Analytics program while working full-time, finishing the program in 15 months.

Since then I’ve worked with clients to help harmonize tax strategy, investment management, and long-term planning across different stages of wealth and responsibility.

What do you like to do in your spare time?

Outside of work, I enjoy spending time with my wife and our children—whether that’s swimming, visiting local museums, or traveling the sights together.

In 2022, my wife and I participated in a humanitarian trip to Kenya, an experience that reshaped how I think about stewardship, service, and long-term impact.

I also enjoy staying curious, spending time outdoors, and finding meaningful ways to harmonize work, family life, and service.

As a junior in high school, my racquetball team won the USA National Racquetball Championship.

I read a church youth magazine my senior year of high school and was intrigued with a girl’s photo and the answer she gave for a Q&A. She’s now my wife and we recently celebrated our 21st anniversary and are raising five children.

I recently went with my brother to Spain for the first time, just to attend a concert.

After spending the past decade in the Northeast, my family and I returned to North Carolina, where my wife and I grew up, and now live in Wilmington, NC. We are now enjoying life at the beach with our infant son, Leo, and our two rescue dogs.I earned my Bachelor of Science in Economics from North Carolina State University and am a Certified Financial Planner™ professional. I entered the financial services industry through a college internship in the office of a highly successful financial advisor and was drawn to the profession immediately. Over the course of my career, I have worked at several high-growth firms and industry leaders, including Vanguard, and have advised a wide range of clients, from those building wealth to high-net-worth and ultra-high-net-worth families with complex planning needs.

My career has primarily focused on retirement planning and comprehensive financial planning, with deep experience in tax strategy, Roth conversions, and long-term wealth planning. What I value most about my work is connecting with people, providing objective advice free from conflicts of interest, and empowering clients with clear data and thoughtful analysis so they can make confident, well-informed financial decisions.

What do you like to do in your spare time?

• Spending time with my family, enjoying everyday moments together.
• I love to cook for big groups, especially my friends and family.
• Music and live music are a big part of my life, and I enjoy playing several instruments.
• Getting outdoors and traveling whenever possible, especially to the Blue Ridge Mountains and Cape Cod.
• Spending quality time with friends and loved ones, especially eating and traveling to new and old places.

Being a planner and number cruncher ever since I was young it only made sense that I’d grow up to become a financial planner. I’ve always had a passion for helping people understand and improve their financial situations. I find my joy and value in guiding clients through the complex world of finances and helping them achieve more piece of mind.

I’ve been a student of the markets ever since high school and eventually went on to graduate with a degree from the University of Nevada, Reno’s College of Business. I have gained valuable experience working as an advisor at Charles Schwab and then at Fidelity Investments over the past 5 years after initially beginning my career as a teller for Bank of America. I am always looking to grow and learn which eventually led me to obtaining my CFP® certification in 2024.

What do you like to do in your spare time?

Outside of work you’ll find me spending time with family and friends, watching sports, traveling, skiing, hiking and playing just about any type of game or sport imaginable.

1) I am half British

2) I am member of the Nevada Air National Guard

3) I have legitimately travelled back in time

Why I became a financial advisor / what I love about my job and clients:

I became a financial advisor because I’m passionate about simplifying the complexities of wealth management. For many, the financial landscape is difficult to navigate, and I thrive on identifying and implementing the strategies that bridge the gap between where a client is and where they want to be. By handling the ‘heavy lifting’ of financial planning, I aim to relieve my clients’ stress, giving them the freedom to focus on what truly matters: their families, their careers, and their next big goals.

Experience, Education, and History:

A 2016 Finance graduate of Minnesota State University, Mankato, I spent nearly a decade at Northwestern Mutual before joining the team at Q3 Advisors. My career has been defined by a commitment to working as a fiduciary first with holistic retirement planning, ranging from personal asset management for families to designing qualified retirement plans for businesses of all sizes. In 2020, I earned the CFP® Certification, a milestone that solidified my ability to provide the high-level, strategy-first advice my clients expect and deserve.

What do you like to do in your spare time?

About Me Outside of Work:

I have been married to my wonderful wife, Kendra, since 2020 and we have two beautiful daughters together. We like to spend our time outdoors and being with friends and family. I enjoy golfing, playing basketball, and I am an avid Minnesota sports fan.

Fun Facts:

1. I have hit a Hole-in-One on the golf course
2. Nothing I enjoy more than grilling
3. We have a dog named Parker that is a mix of Poodle and Great Pyrenees

I became a financial advisor because I enjoy turning complex financial questions into clear, practical plans that actually help people. I am energized by long term relationships, being the first call when something important changes and working through it together. I take pride in being a steady, honest guide so that our clients can focus on living the life they want.

I am a Certified Financial Planner with more than a decade of experience in helping individuals and families with retirement, investment, tax, and comprehensive financial planning. I hold a bachelor’s degree in Finance and a Masters degree in Personal Financial Planning, which allows me to combine technical expertise with practical, real world guidance.

What do you like to do in your spare time?

In my free time, I enjoy casual rounds of golf, getting outside in nature, and planning our next trip. I am an avid reader, and my favorite way to unwind is a quiet evening with my wife and our dogs. I bake my own bread every week. Every year I celebrate the anniversary of the day I moved to Florida.

I became a financial planner because I wanted to combine something that I am passionate about with the ability to have a positive impact on another person’s life, and realized the best place to do this was in the financial planning field given my passion for financial literacy. To me, the best part about my job would be the ending impact I have on my clients, as I have always enjoyed helping bring success into the lives of those around me.

I graduated from Purdue University with a major in Financial Counseling & Planning. Immediately after college, I spent some time in the broker dealer space assisting clients with account servicing requests at Charles Schwab, then Fidelity. After 3 years, I made my way to a local firm where I was able to hone my planning skills by supporting two different advisors as an analyst before taking on an opportunity with Fisher Investments as an investment counselor. Now, I am happy to take a holistic approach to financial planning with Q3 by serving as a financial planner.

What do you like to do in your spare time?

• During the summer, you will most likely find me spending time somewhere on a golf course or out on a lake fishing
• In the winter, I try my best to attend as many Chicago Blackhawks games as possible
• I view myself as a home chef, and tend to try at least 3 new recipes per month to possibly integrate something new into what I can make.

I became a financial advisor because I’m passionate about financial education and seeing how a holistic financial plan can make a real and lasting impact on the lives of individuals and families. I love being able to set up clients for success so that they can achieve their goals whether big or small.

I graduated with a degree in Finance from Western Kentucky University where I began working with students doing peer to peer financial counseling. After graduation, I have worked with hundreds of individuals and families in both the retirement planning and personal financial planning spaces.

What do you like to do in your spare time?

Outside of work I love exploring the city of Nashville and discovering new restaurants, catching live music, and staying connected to the local community. I opened my first investment account when I was 16, I chronically overdress for almost every occasion, and I’m originally from Kentucky and spend every Thanksgiving at Churchill Downs.

I have over 12 years of experience in sales and a genuine passion for helping people succeed. Building strong relationships is what drives me, and seeing clients reach their end goal is the most rewarding part of what I do.

I bring more than 12 years of experience in sales and management within the health and wellness field and earned my Bachelor of Arts in Sports Management from Lewis University. Throughout my career, I’ve earned multiple performance awards, but the achievement I received and value most is the culture award, because it reflects who I am, how I treat others, and the positive energy I bring to the team.

What do you like to do in your spare time?

• Outside of work, I’m a big family guy and love spending time with my family and friends. I’m really into sports, both watching and playing, and enjoy staying active whenever I can. It’s how I unwind and have fun.
• I watch UFC and never missed a fight card. I treat others the way I want to be treated

As the first point of contact for many potential clients, they play a key role in driving growth at Q3 Advisors. Focused on outreach, lead qualification, and relationship building, they help ensure our sales pipeline stays strong and aligned with our ideal client profile. Their work sets the foundation for successful client partnerships and supports our overall business development strategy.

After 6 years as a top-performing Senior Account Executive, I realized the consistent results achieved weren’t by chance, they came from a repeatable process I refined to convert more leads into clients without the stress or pressure that often comes with sales. That realization sparked a deeper mission for me: To help others experience the same clarity and confidence through a structured approach when it comes to presenting an offer. As the creative mind behind Pipeline Conversions, I’ve dedicated my work to redefining how sales professionals connect with prospects. By replacing outdated, aggressive tactics with a modern process built on understanding and alignment. What I love the most about what I do is seeing those who chosen sales as a career clearly articulate their value, increase conversions, and ultimately expand their impact in an unintrusive way. Watching clients experience excitement, gratitude, and measurable success through something I created is a privilege I never take for granted.

With over 25 years on the front lines of sales, I have dedicated my career to mastering the art of conversions through structure, clarity, and strategy. As the found of Hasan Consulting, LLC and creator behind the brand Pipeline Conversions, our Patented innovations help simplify complex ideas, boost confidence, and close with consistency. I am a lifelong entrepreneur and former Golden Gloves boxer, who applies the same discipline and mindset I teach to, believing that success in business and life follows two guiding principles: “If you want more, you must become more” and You can’t control what you don’t take responsibility for”

What do you like to do in your spare time?

Outside of work, I enjoy spending as much time as possible with my son…volunteering as his basketball coach and staying present through every milestone. I love reading and listening to audio books, going on walks or drives to think strategically, and exploring new restaurants. A lifelong learning who is attemping to learn how to play the piano, while looking forward to star gazing at night, fued by a childhood fascination with space and what lies beyond. Family time remains an important part of my life, as does my commitment to helping the next generation recognize opportunity when it presents itself.

What do you like to do in your spare time?

Outside of work, I’m a lifelong musician and performer. I play guitar, bass, and drums, and currently perform with tribute bands including The Strawberry Fields Band (a Beatles tribute) and Seven Bridges Road (a tribute to the Eagles). I’m also a singer, songwriter, and music producer, and I enjoy the creative process both on stage and in the studio.

When I’m not making music, I love spending time with my family and following sports. Whether it’s performing, creating, or just being with the people closest to me, I value experiences that bring energy, connection, and balance to my life.

I was a performer in the opening ceremonies of the 2002 Winter Olympics.

In the late 2000s, I served a mission for the The Church of Jesus Christ of Latter-day Saints in Palm Desert, where I taught and baptized Jodi Arias, who later became widely known due to her high-profile trial.

I’m a multi-instrumentalist and regularly perform in tribute bands celebrating the music of The Beatles and the Eagles.

I have over 10 years of software engineering experience working on systems ranging from missile defense to marketing platforms. My goal is to build robust and scalable systems to automate and solve business needs.

I earned a Bachelor of Science in Computer Science from Rowan University in Glassboro, NJ.  My first job out of college was working for a defense contractor that built software for the Navy and Coast Guard.  After that, I moved on to a very small software and design company that built custom software solutions for clients.  I then moved from New Jersey to Colorado and started working at a marketing company developing foundational systems for their marketing platform.

What do you like to do in your spare time?

I enjoy video games, reading fantasy and sci-fi, and photography.

Brittany oversees the operational backbone of Q3 Advisors, with a key focus on HR-related procedures and organizational support. As Director of Operations, she ensures that our internal processes run smoothly, from onboarding and compliance to team support and policy implementation.

Tyler is the go-to expert for all things automation and tech development at Q3 Advisors. As our Solutions Specialist, he designs and builds the systems that power our workflows, streamline processes, and drive operational efficiency. Whether it’s customizing automations or developing new tools, Tyler ensures our technology supports both client success and internal productivity

As the Chief Revenue Officer at Q3 Advisors, Mason leads all aspects of revenue generation, including sales strategy, client development, and growth initiatives. Mason ensures Q3 Advisors remains aligned with market opportunities and client success. You will find him to be a collaborative leader focused on results, innovation, and long-term partnerships.

I got into financial planning to help people make better decisions for their lives and their families. I started back when the earth was still cooling—and honestly, I had no idea what was ahead.

Fortunately, I built my career outside the big institutions by staying independent from the start. Over the years, I’ve learned a lot—mostly from clients. Some planned well. Others didn’t.

What became clear was simple: the difference wasn’t luck, it was strategy. So I made it my mission to take the principles that worked for those who got it right—and teach them to everyone else.

What do you like to do in your spare time?

• Outside of my love for ‘Miss America’, my second love is riding adventure style motorcycles and mountain bikes.
• I play a little golf, learning tennis and pickleball.
• I also spend fall and winter designing big and building custom furniture – as a novice, of course.
• We have a brilliant Australian shepherd, Bristol, enjoy riding side by side vehicles with Pam, and a pretty fair whistler (picked it up from my dad).

Dawson plays a vital role in ensuring every client interaction at Q3 Advisors is smooth, responsive, and personalized. As our Client Experience Coordinator, he supports the day-to-day needs of our clients, manages communications, and helps maintain the high service standards we’re known for. Dawson is dedicated to creating a seamless and positive experience across every touchpoint.

With more than 25 years of experience in financial services, I am passionate about educating and guiding people through the complexities of their financial lives. I believe that while individuals work tirelessly to provide for themselves and their families, they often don’t have the time, interest, or expertise to manage every aspect of their financial well-being. I consider it a privilege to serve as a trusted resource, helping clients move confidently through each stage of their financial journey.

Over the course of my career, I’ve had the opportunity to work with respected firms such as TIAA, USAA, Raymond James, and Bank of America. Today, I specialize in delivering comprehensive financial planning for high-net-worth and ultra-high-net-worth clients, including entrepreneurs and business owners. My areas of expertise include tax strategy, income planning, estate planning, and investment management—all with a focus on helping clients achieve clarity, security, and long-term success.

What do you like to do in your spare time?

• As a husband and father of 3 kids, I enjoy traveling with my family. We like to create fun and enjoyable memories and create albums to look back on the experiences.
• I’m also a fan of sports as all three of my kids play organized sports (volleyball, football and basketball). When I’m not traveling or watching sports, I’m in my backyard tending to my tropical fruit trees.