Our Team

David W. Mason | CFP®, CDFA™

David W. Mason is one of the founders of Financial Advisors, Inc. David is a Certified Financial Planner™ who has been serving clients throughout Washington, Oregon, California, Idaho and Utah since 1979. His practice is concentrated in long-term financial and investment planning for individuals, families and small businesses. He also advises in retirement planning options, estate planning, dissolution cases, and life insurance planning.

David has an extensive education in the areas of tax strategies, investments, risk management, retirement, divorce, and estate planning. He specializes in Generational Legacy Planning for estates which focus on passing family values in addition to avoiding estate taxes to the greatest extent possible.

Professional involvement includes membership in the Institute of Certified Financial Planners, International Association of Financial Planners and the Financial Planning Association. David is a member of the Clark County Estate Planning Council.

Because community service is important to David, he has been chairman of and served on various committees for the Vancouver Chamber of Commerce. David also serves on the board of Big Brothers Big Sisters Columbia Northwest.

You may contact David at: dmason@financialadvisorskms.com

Kellie Hall-Strehlow, EA | Financial Advisor

Kellie has been in the financial services industry since 1996 and with Financial Advisors, Inc. since 2006. Kellie's focus is on the completion of financial plans, meeting with clients, managing client investment accounts, office administration, and providing quality customer service.

Kellie is an Enrolled Agent and a member of the National Association of Tax Professionals. She holds the Series 6, Series 7, and Series 63 securities licenses and Washington State Life & Disability Insurance License.

Kellie’s interests are in the areas of tax planning, portfolio development and estate planning. Continued education and growth is important to her as she plans to pursue further knowledge and expertise in all three areas.

You may contact Kellie at: kellie@financialadvisorskms.com