Meet Mason Street Wealth Management
Mason Street Wealth Management is dedicated to assisting those nearing and in retirement discover the tools, plans, and services that can help them work toward their goals. Read below to meet our founder, Sean Mason, and his associates.
Sean Mason
President & Financial Advisor
After attending the Craig School of Business at California State University, Fresno, Sean built a successful advertising company, serving companies throughout California. In 2002, he switched gears to pursue a career in financial services. Working with some of the premier financial organizations in the country, Sean soon found his passion for training other financial professionals.
With his consulting background and experience in the development of complex financial strategies, Sean advises a broad range of affluent families. He continues his passion for financial education and awareness through volunteering for community educational outreach programs.
Sean enjoys taking advantage of all that the central valley has to offer, from hiking in Yosemite and water skiing in the surrounding lakes to frequenting the local restaurants and entertainment venues.
Michelle Novielli
Planning Analyst
Michelle joined Mason Street Wealth Management as our Insurance and Annuity Specialist. Prior to joining Mason Street Wealth Management, Michelle worked in the Title Insurance sector as a Division Manager for over 20 years. She focused on educating and servicing investors, attorneys, real estate brokers, accountants, and financial advisors. Michelle also has experience as a paralegal, having worked in medical malpractice, estate planning, and insurance defense.
In her spare time, Michelle enjoys traveling, gardening, and spending time with her family.
Vicky Turley
Client Concierge
Vicky comes to Mason Street Wealth Management with over 20 years of experience in business management. Her background as a small business owner provides the capacity to serve clients in a professional manner with a personal touch. She has expanded her knowledge of business and human resources to include personal finance. Her understanding of the importance of financial planning and her passion for developing relationships have proven to be integral in the building of strong client relations.
In her spare time, Vicky enjoys travel, water, and snow sports, working in her always-expanding home garden, and spending time with family and friends.
Jeannett Schales
Director of Operations
Jeannett joined Mason Street Wealth Management as our Senior Client Specialist in late 2018 and is now our Director of Operations. Jeannett brings experience in the compliance and legal fields to Mason Street Wealth Management. She worked as a compliance specialist for one of the top alcohol compliance companies in the industry. Jeannett also has experience as a paralegal, having worked in family law, estate planning, and probate.
Jeannett’s variety of experience lends to a level of professionalism and knowledge that is beneficial to Mason Street Wealth Management. She has brought a passion for learning and the ability to use her skills to enhance the work she does at Mason Street Wealth Management.
In her spare time, Jeannett enjoys spending time with her family, traveling and enjoying time at the beach. She has two children, a daughter-in-law, and two grandchildren.
Ready to meet the team in person?
Do you have questions about your retirement? Mason Street Wealth Management is here to help!
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