9108 N Kelley Avenue Oklahoma City , OK 73131

405.478.1971

Mason Cannefax is an investment research analyst based in our Oklahoma City office, where he focuses on supporting advisors and portfolio managers with fixed income strategies. Mason began working at Savant in 2026 when Exencial Wealth Advisors joined the firm.

At Exencial, Mason worked closely with portfolio managers on account setup and client investment activity for the firm’s fixed income separately managed accounts (SMAs). He managed a high-volume database queue, addressing client requests such as withdrawals and account closures, and supported advisors with prospect proposals, performance reporting, trade ledger maintenance, and detailed investment analysis. His work also included preparing holdings reports and assisting with retirement plan recommendations, including 401(k) analysis.

Before joining Exencial, Mason served as an associate underwriter at National American Insurance Company, where he developed a strong foundation in risk analysis and financial evaluation.

Mason earned a bachelor’s degree in finance from Oklahoma Christian University in Edmond. He enjoys cheering on the Oklahoma City Thunder, playing recreational volleyball and pickleball with friends, and staying active in his local church.

Education &
Designations

Oklahoma Christian University
Bachelor of Science in Finance

Contact Mason

"*" indicates required fields

Comments

This field is for validation purposes and should be left unchanged.

First Name*

Last Name*

Email*

Phone*

Are you a Savant client?*

To provide you with the best experience and most relevant content, please provide an estimate of your investable assets.*

Are you planning to hire an advisor in the next 12 months?*

Message*

WITHDRAWAL OR TRADE POLICY: SAVANT IS NOT RESPONSIBLE FOR PLACING ANY TRADES FROM INSTRUCTIONS LEFT VIA ELECTRONIC MAIL OR VOICE MAIL. Please note that we will not act upon withdrawal or trade instructions via electronic mail or voice mail request without first acknowledging a correct understanding of the request with you. If you do not receive a response from us, please contact us by telephone (866-489-0500) to ensure that we received your request.

Please remember to contact Savant, in writing, if there are any changes in your personal financial situation or investment objectives for the purpose of reviewing our previous recommendations and/or services, or if you want to impose or modify any reasonable restrictions to our investment advisory services. Savant shall continue to rely on the accuracy of information that you have provided. Please be advised that there can be no assurance that any email request will be reviewed and/or acted upon on the day it is received. A copy of our current written disclosure Brochure and Form CRS discussing our advisory services and fees continues to remain available for your review upon request or at savantwealth.com.

I consent to sharing my information with Savant. By proceeding, you agree to receive communication from Savant. You can opt out at any time.