FINANCIAL REPRESENTATIVE

Mason C. Ibert

Credentials: Registered representative with LPL Financial. Holds FINRA Series 7 and 66 licenses through LPL Financial, and a Life and Health Insurance license. Mason is also a Certified Plan Fiduciary Advisor ™ (CPFA®).

Education: M.B.A with a concentration in Data Analytics – Louisiana State University, Shreveport. B.S. in Finance and Minor in Accounting – Loyola University, New Orleans.

Practice Focus: Manages client relationships by understanding client’s present and future financial needs and objectives to create highly detailed financial plans, portfolio construction for client nearing retirement, and income planning for post-retirement living.

Of Note: Played basketball at Loyola University New Orleans where he was named to the All-Freshman team for the conference and was voted team captain during his senior season. Has volunteered as a middle school basketball coach for St. George Middle School in Baton Rouge since 2020. Was treasurer of the Young Professionals Group of Central Louisiana from 2018-2020. Went to Catholic High School in Baton Rouge and loves fishing at his family’s camp in Grand Isle, LA.