Broker Check
Roderick Mason, CPA

Roderick Mason, CPA

Financial Advisor

Rod is a Registered Representative with H.D. Vest Investment Services (now Avantax) and became an associate of True North Wealth Management in 2016. He is serving investment and insurance clients in Pennsylvania and West Virginia.

Rod attended West Virginia University and received his Bachelor of Science Degree from Shepherd College in 1970.  After serving in the Army from 1970-1972 he joined an accounting firm in Winchester, Virginia.  Rod received his Certified Public Accountant license in 1975 from West Virginia, transferring the license to Pennsylvania in 1977.  From 1977-2013 he worked in various departments within the Department of Defense.  In 1974 Rod and his wife started a part-time accounting/tax and estate planning practice to service small businesses and taxpayers.

Rod is a member of the American Institute of Certified Public Accountants, the Pennsylvania Institute of Certified Public Accountants, the Pennsylvania Board of Accountancy, and The Estate Planning Source.

Originally from West Virginia Rod and his wife currently reside in Mechanicsburg, PA.  They enjoy traveling, often in their RV, which provides the opportunity for sightseeing and new adventures.