Mattson Financial Services

About

Mattson Financial Services, LLC
Our role is to manage the complexity of your financial life and to help provide the financial security you deserve. Allow us to give you objective advice and highly personalized service to help you achieve better balance in your life and greater control over your finances.

We Offer:

  • Portfolio investment strategies
  • Strategic tax management
  • Liability risk management
  • Estate distribution analysis and planning
  • Income planning and analysis
Gary Mattson

Gary Mattson

Managing Partner & Investment Advisor Representative

Gary Mattson started in financial services for the U. S. Air Force in 1976. Gary then managed corporate financial planning until October of 1989, at which time he decided to turn his attention to personal planning. In three short years, he was the number one agent at IOF Foresters, which included the United States, Canada and England. After nine years, he went to Mass Mutual and in eighteen months ended number five, when Allstate lured Gary away in October 2001. At Allstate, Gary was number one in Michigan, number three in the region in 2002, and number five in 2003. He served on President Bush's National Advisory Board and has been featured in USA Today, Newsweek, Parade and most recently the Wall Street Journal. In 2003 and 2004, Gary was named the small businessman of the year by the "Business Advisory Council" and received an award at a state dinner held in his honor in Washington D.C. Gary has served as a trustee and moderator of his local church and has been President and Vice-President of the local Chamber of Commerce. Gary served on the National Advisory board for President Bush's tax reform plan in 2000 and 2001 and was a Superintendent of the local 4-H program as well as an advisor to national automotive magazines. Gary was recently awarded Lifetime Membership with Strathmore's Who's Who as an outstanding Financial Planning Professional. Strathmore also awarded Gary Financial Professional Of The Year for 2009.

Laurel Steward

Laurel Steward

Director of Operations & Licensed Agent

Taylor Steward

Taylor Steward

Director of New Business & Licensed Agent

Gerald Green

Gerald Green

Investment Advisor Representative & Licensed Agent

Corey Davis

Corey Davis

New Business Coordinator

Timonthy Skillman

Timothy Skillman

New Business Coordinator & Licensed Agent

Mary Stob

Mary Stob

Client Relationship Manager

Nancy Mattson

Nancy Mattson

Accounting Manager

Olive Steward

Olive Steward

Greeting Specialist

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