The Team Invested in YOU
Get to Know Mattson Financial Services
Our Culture
We're more than just a team. We're an energetic family of skilled professionals, driven by honest communication and constant collaboration. Every member of Mattson Financial holds something called "My Heartitude." It's a personal moment, thought or heartfelt attitude that motivates our service to clients every single day.
Our Team
Gary Mattson
Founder | Advisor
Thinker | Visionary
Laurel Steward
President | Partner
Leader | Advocate
Taylor Steward
Partner | Advisor
Relationship Builder | Outdoorsman
Gerald Green
Partner | Advisor
Navigator | Adventurous Spirit
Corey Davis
Advisor
Strategist | Storyteller
David Sponhauer
Advisor
Vision Builder | Nature Lover
Marcus Grost
Advisor
Pathfinder | Navigator
Matthew Saidla
Licensed Agent | Medicare Guide
Strategist
Riley Ruff
Advisor
Connector | Homegrown Talent
Allison Saidla
Operations Manager
Workflow Wrangler | Accountability Architect
Karren Burzynski
Brand & Development Coordinator
Proud Grandma | Retiree
Heidi Depault
Office Manager
Organizer | Engager
Shelby Lazorka
Marketing Manager
Story Crafter | Brand Champion
Summer Reed
Front House Administrator
Client Care Champion | Culture Creator
Haley Cook
Front Desk Administrator
Connector | Listener
Isaiah Miller
Paraplanner
Puzzle Solver | Veteran
Benjamin Dillon
Paraplanner
Navigator | Hard Worker
Michael Cohen
Advisor
Advocate | Spartan
Chad Murphy
Client Services Specialist
Relationship Builder | Listener
Jacob Pokora
Senior Client Services Specialist
Adapter | Family Man
Daniel Hill
Client Services Specialist
Maggie Cole
Accounting and Tax Manager
Number Cruncher | Golfer
Lily
Ambassador
Friend | Family Member | Energy
Let's Chat
Our team is ready to work for your retirement dreams. We invite you to schedule a first visit to come by the office, see how we work and discuss your plans for the future.
