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Mason Kucera - Relationship Associate

Mason Kucera

Relationship Associate 

Mason serves as a Relationship Associate at Orgel Wealth Management and assists our clients with investment strategy development, investment portfolio analysis, portfolio management, and comprehensive financial, estate, and insurance planning. 

Mason earned his Bachelor of Arts degree in finance and economics from Bethel University and graduated with honors. He is also currently a Level II Charted Financial Analyst® Candidate.