William C. Mason

William was raised in Omaha, Nebraska. He received a BS in Business from the University of Colorado and a Masters Degree in Finance from the University of Denver. After completing 250 hours of study and passing three six-hour examinations, he was awarded Chartered Financial Analyst (CFA) designation. The Institute for Chartered Financial Analysts is a global not for profit organization dedicated to developing the highest educational and professional standards in the investment industry. CFA's must agree to abide by a strict code of ethics and conduct. William joined Baron Investments Ltd, which merged with Omnivest Financial Services, Inc. and Bill was named Vice President. The firm changed its name to Value Financial Advisers, Inc. on January 1, 2005. William has been continuously employed by the adviser where he continues as Vice President and a member of the Investment Committee.

William joined Baron Investments Ltd. in 1987. Baron merged with Omnivest Financial Services, Inc. in 1990 and he was named Vice President in 1992. The firm changed its name to Value Financial Advisers, Inc. on January 1, 2005.

William has been continuously employed by the adviser since 1987 where he continues as Vice President and a member of the Investment Committee.