AUTHENTIKOS ADVISORY - Key Persons
Brie Mason joins as an Associate Advisor and Director of Operations
Brieanna Mason joined the firm as an Associate Advisor and our Director of Operations in 2013, bringing unmatched multidisciplinary ability as well as an imperative to address the unique financial needs of women through fiduciary financial advising. Her expertise and effectiveness from experience managing major infrastructure projects for Cisco, Yahoo!, Apple, and other Silicon Valley innovators led to the 2015 opening of Regent's second office in Campbell, California. In that same year, Brie took over as our Chief Operating Officer. This new location provided greater opportunity to serve clients in the exploding tech sector and supply unique stability for those weathering the volatility commonly found in the industry.
Freddie joined Authentikos in 2016 and leads our processing efforts. He holds a degree in Finance and has worked with several Bay Area finance companies such as Smith Barney and Silicon Valley Bank.
Job Titles:
- CHIEF EXECUTIVE OFFICER
- Now - Authentikos CEO
- Regent As an Advisor
Having called the Bay Area home for his whole life, he is experienced in navigating its unique challenges. Jared is passionate about hockey and motorsport and can be found volunteering with local automotive clubs and motorsports organizations, where he is sure to bring his Shelby GT 500. If you can't find him in the paddock, look for him on the track!
Now-Authentikos CEO Jared Elson joins Regent as an Advisor after a career in the tech industry.
Jared Elson joined Regent as an Advisor after a career in the tech industry. He identified a deep need for sound financial advising for tech professionals and sought to address it from the moment he began in financial services. With Don's shop growing, Regent Wealth Management went North up 101 and opened their Morgan Hill office. Expanding their service in the local community, Regent served their clients through the 2009 Economic Crisis and worked tirelessly to minimize its impact on their community. Jared would later join Don on the airwaves for their regular Financial Symphony radio show. The two also co-authored the book Victory!, which was published in 2013 by CelebrityPress™.
Job Titles:
- Tax Minimization Specialist
Job Titles:
- Associate Authentikos Advisor
Since joining Authentikos in 2019, Jason has excelled in his path to becoming an Authentikos Advisor. In his role as an Associate Advisor, he assists with the facilitation of our seminars and workshops, continued client connection, and coordinates discovery calls for Authentikos Advisors. He is an example of what it means to continue education, now holding a Life Insurance License and pursuing a Series 65 Investment Advisor license.
Job Titles:
- Director of Operations
- Trainer
- in 2017 As Our Events Coordinator
Coming from a background in business, public speaking, and marketing, Lynda joined Authentikos in 2017 as our Events Coordinator. Her experience in leadership and community building informs the effective planning and organization of our events. Lynda's incomparable adaptability and acumen has found her running our front office operations, aiding the administration of our back office, and assisting in our marketing efforts.
Lynda holds a Life & Health Insurance License and looks forward to assisting our clients in their medicare needs. Having lived in the Bay Area for nearly 30 years prior to her recent move to Austin, Texas, Lynda understands the cycles of rapid growth and looks forward to providing perspective to her new community through the emerging growth and industry.
When she's not at work, you can find Lynda outside! A life-long equestrian, Lynda is an accomplished horse trainer and is currently saddle-training her young colt named Billy (and he's doing VERY well).
Shane manages our marketing channels, optimizing existing networks and creating new and innovative ways to reach our community. He was a top-ranked player in the country as a Captain and 4-year starter in lacrosse at Notre Dame de Namur University.