Mason Heine / Project Manager

If you want to get along with Mason Heine, just ask him about the family farm, the University of Kentucky, his German Shorthair Pointer, or hunting. It’s hard for him to contain his excitement when it comes to those four subjects and anyone who shares his passions will find an instant friend. 

Mason has been in the family business for a few years, and he comes from a long line of financial advisors. He is eager to learn and he already values one of the most crucial components of leading a happy life - the value of planning for one’s future. 

It was his grandmother, Shirley Jennings, who introduced financial planning and advising to a much younger Mason. From the time he was in the fourth grade he knew he wanted to be a financial advisor. Mason graduated Summa Cum Laude from Murray State University with a degree in business.

For Mason, following in the footsteps of his mentors is the next step in his journey towards success. He looks forward to growing not only in the business, but also as a well-rounded businessman. Mason currently serves as the firm's Project Manager.

 

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