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J. Randall Mascagni, Certified Financial Planner,
has provided professional financial planning since 1988. His post-graduate business
education, keen understanding of the economy and investment markets, as well as personal
experiences contribute to his ability to communicate and understand clients’ interests and
goals. His client/advisor relationships are life-long and second to none.
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Since joining Mascagni & Company in 1996 as a financial planning advisor,
Matt P. Brown has also become a Certified Financial Planner. He gains the confidence of
clients who appreciate our firm for its emphasis on professional advice, not product sales.
Matt serves as a direct support to Randy in servicing the firm's clients from day to day,
providing a continual communication link for helping provide timely advice. He also
oversees and administers the firm's computer and client database systems to secure and
maintain accurate data. more...
Julie Sylvester has been with Mascagni & Company
since 1992. With over a decade of experience in administering key office responsibilities,
she helps the firm provide outstanding client service. As a Registered Paraplanner she works
with clients to gather and prepare data for review, as well as working with Randy or Matt
and the client to follow up on the implementation of their financial plan.
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Financial Assistant Karin Roberson
is the voice you are most likely to hear and the face you will see first when you call
or visit the office. She was previously employed with Worldcom Broadband Solutions and
is a graduate of Mississippi College and Asbury Theological Seminary. Karin's key role
is preparing periodic client update reports. She is also very important in servicing
clients and providing much of the behind-the-scenes work that keeps us going.
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In June of 2005 we were blessed to welcome the newest member of our team,
Mrs. Janie Hamilton, coincidentally also one
of our retired clients, to assist us in office administration through part-time
employment. more...
Occasionally you will also speak with our valued interns
on the phone. Mascagni & Company helps build the financial planning industry by providing
business and finance students on-the-job insight into our profession. Simultaneously, we benefit,
learning from our interns’ fresh perspectives and complementary skills as they gain experience
within a financial planning environment.
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Each of us values providing prompt, attentive service. As a client, you can count
on us to answer your calls personally — never relegating them to voice mail.
You’ll appreciate that we’re just the right size — not too big,
not too small — to meet your highest service expectations.
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