About Us

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.

Prior to joining the firm, Swayne served in the U.S. Army Special Forces as a Green Beret for nine years and continues his service in the Army National Guard. Throughout his military career, he led the planning and execution of complex international operations, coordinating resources, managing risk, and aligning diverse teams across military, government, and civilian organizations to achieve critical objectives. These responsibilities demanded strategic thinking, meticulous attention to detail, and the ability to make sound decisions in dynamic environments. Swayne brings that same disciplined, analytical approach to financial planning, helping clients develop comprehensive strategies designed to achieve long-term goals.

Outside of the office, Swayne enjoys helping his family on their rodeo ranch and traveling to reconnect with friends and colleagues from his military career.

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 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.

Stephanie is a dedicated administrative professional with extensive experience in scheduling and client-facing roles. A graduate of the University of Southern California, she is recognized for her organizational expertise and her commitment to providing exceptional service to every client she interacts with.

Outside of her professional responsibilities, Stephanie enjoys spending quality time with her husband, family and friends. She is also a proud dog lover and spends much of her free time with her three dogs.

Matt brings more than 20 years of experience in marketing, branding, video production, and creative strategy. An Emmy Award-winning marketing and creative professional, Matt began his career in television broadcasting before transitioning into marketing leadership roles across various industries. His experience spans advertising, digital marketing, graphic design, video production, branding, and community outreach.

Matt’s passion for storytelling and strategic marketing helps Mason Street Wealth Management educate and connect with individuals and families through engaging content, seminars, and community outreach. He is dedicated to creating meaningful experiences that build trust and reflect the firm’s commitment to serving clients with integrity.

In his free time, Matt enjoys spending time with his family, wildlife and nature photography, exploring California’s most scenic landscapes, and bargain hunting at local thrift stores.