Scott Mason
President
Diane Jankowski
Client Coordinator & Service Manager
Jeanie McFalls
Office Manager
Fran Koch
Client Service Manager
Sue Chesney, MSFP, CFP®
Principal/Owner
Carrie Beasley Jones, CFP®
Financial Planner
A Customized Wealth Experience
Over the years, our mission at Rubicon Wealth Management, LLC has remained the same: to offer individualized wealth management driven entirely by your needs. We believe in offering unconflicted, unbiased advice — meaning we are not in the business of selling proprietary products. With no agenda to push, identifying the solutions best fit for you is our steadfast commitment.
We’re proud of the client-centric values our firm is built on, and we value the friendships we’ve developed with those we’ve worked with since our founding. Our team looks forward to building many more.