When you work with Mattson Financial, you’re working with family.

We’re here to help you work toward your retirement dreams, but we also want to know you personally. Read below to get to know your financial family.

Gary Mattson

Founder, Advisor

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Gary Mattson

Founder, Advisor

Gary Mattson has been serving individuals, families, and small businesses across the country for over 40 years and is proud to help more people achieve what they have worked so hard for. Gary is a licensed Series 65, life, accident, and health insurance professional who is a fiduciary, dedicated to helping his clients accomplish their “stress-free” retirement dreams, goals, and desires with the highest fiduciary responsibility.

Gary started in financial services for the U.S. Air Force in 1976. He then managed corporate financial planning until October 1989, at which time he decided to turn his attention to personal planning.

In the early 2000s, Gary served on the national advisory board for President Bush’s tax reform plan. He 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 as well as president and vice president of his local chamber of commerce. He was the superintendent of the local 4-H program and an advisor to national automotive magazines.

Gary has been awarded lifetime membership with Strathmore’s “Who’s Who” as an outstanding financial planning professional. Strathmore also awarded Gary “Financial Professional of the Year” in 2009. He has appeared in Fortune, Forbes, The Wall Street Journal, USA Today, Fox Business, Newsweek, and Parade.

The most important thing to Gary is family. You will find his daughter and son-in-law in the office and by his side on WZZM 13 and WOOD TV 8 throughout the week, as well as on the WOOD radio station on the weekends. Outside of the office, he enjoys traveling with his wife, Nancy, and spending time with their family skiing, enjoying the lake, in 4-H, and on the farm.

Gerald Green

Partner, Advisor

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Gerald Green

Partner, Advisor

Gerald spent 15 years in the accounting and retail management sector prior to turning his focus to the retirement planning needs of individuals. His commitment to building relationships with his clients and developing tailored plans to their specific dreams, goals, and desires is what drives him.

Gerald is a licensed Series 65, life, accident, and health insurance professional in the state of Michigan. His focus is on investment advice, asset accumulation and preservation, and retirement income planning and incorporating these philosophies into his clients’ tax and estate planning desires. He holds himself to a fiduciary standard, putting his clients’ needs first.

Gerald was raised on Mackinac Island. He and his wife, Julie, enjoy spending time with their four children. When he isn’t working, you can find him at one of the kids’ sporting events, or just relaxing on the river with a fly pole in his hands.

Taylor Steward

Partner, Advisor

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Taylor Steward

Partner, Advisor

Taylor has been with Mattson Financial Services since 2014. Prior to becoming an investment advisor, he spent six years in the customer service and retail management sector. Taylor has a found his passion in meeting with clients, identifying their retirement dreams, goals, and desires, and helping create a plan for those goals.

Taylor holds several licenses, which include Series 65, property and casualty insurance, and life, accident, and health insurance. Growing up in a small town has instilled a passion for close, personal relationships with his clients. Taylor works diligently with his team and is dedicated to designing individualized retirement plans to meet goals.

When Taylor is not in the office, he enjoys spending time with his wife and co-worker, Laurel, and their daughter. He is also an avid waterfowl hunter and will wake up in the early morning hours, even before sunrise, to begin his sport! In the summer, you will find Taylor and Laurel competing together on sand volleyball courts in their hometown. During the winter months, Taylor enjoys spending weekends up north skiing with the family.

Laurel Steward

Partner, Director of Operations

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Laurel Steward

Partner, Director of Operations

After graduating from Saginaw Valley State University in 2014, Laurel joined her dad to help clients achieve their retirement dreams. She loves being a part of a family firm where clients are also like family. Laurel believes it is truly heartwarming helping clients navigate through retirement and enjoy what they’ve worked so hard to achieve.

Laurel is the co-host of Money Mentors with her dad. If you’re a radio listener on the weekends, you know she loves Christmas. She enjoys playing sand volleyball with her husband and co-worker, Taylor, and baking with their daughter, Capri.

Corey Davis

Partner, Client Services Manager

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Corey Davis

Partner, Client Services Manager

Corey is from the east side of the state and moved to Grand Rapids to attend Grand Valley State University. After spending several years in the banking industry, he joined Mattson Financial in 2016. Corey enjoys helping clients on the servicing side as they navigate through retirement.

Outside of the office, Corey enjoys brewing beer and is an avid movie buff. He enjoys spending time with his wife and co-worker, Rachael, and their furry children. They love to go camping during the summers in Northern Michigan.

Ally Motz

Advisor Assistant

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Ally Motz

Advisor Assistant

After graduating from Saginaw Valley State University, Ally moved to Chicago, where she spent several years working in the retail industry. After moving back home to Michigan, she joined Mattson Financial in 2018. Ally thinks of our clients like family and enjoys working alongside our advisors and helping clients accomplish their retirement dreams.

Ally loves country music and her favorite hobby is traveling! She has a goal of attempting to travel to five new places each year. She is an avid golfer and you will often find her and her fiancé competing on the green.

Abigail Boswell

Advisor Assistant

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Abigail Boswell

Advisor Assistant

Abigail joined Mattson Financial after graduating from Western Michigan in 2019. She enjoys all of the wonderful clients she has met thus far and is excited to get to know each and every one of them in the future. Abigail works alongside our advisors and is dedicated to making sure they are taken care of every step of the way.

Abigail loves chocolate — especially brownies! She enjoys spending time with her fiancé and doing outdoor activities such as camping, running, and hiking. She also loves exploring the city of downtown Grand Rapids with her friends.

Rachael Davis

Client Relations Associate, Marketing Assistant

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Rachael Davis

Client Relations Associate, Marketing Assistant

Rachael grew up in Saginaw and moved to the Grand Rapids area to attend Grand Valley State University, where she met her husband and co-worker, Corey. She joined Mattson Financial in 2018 after working in the hospitality industry. Rachael assists with event planning, client communications, and scheduling. She enjoys being there for clients who go through significant life changes, from milestones worth celebrating to some that remind us how precious life is.

Outside of the office, you’ll find her spending time with her husband as well as their cat and dog. Rachael is very creative and enjoys sewing as well as any other hands-on arts and crafts. Fun fact: she is the artist behind our Mattson Financial face masks!

Benjamin Dillon

Client Services Associate

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Benjamin Dillon

Client Services Associate

Born and raised in Mid-Michigan, Ben grew up spending most of his time on the lake, playing sports, and hunting. He spent several years in the banking industry and joined Mattson Financial in early 2020. Ben assists our clients with account changes, paperwork, and distribution requests. He has enjoyed interacting with clients and is looking forward to the new relationships that will be made with our clients.

Ben enjoys spending time with his family and friends and watching sports. He and his wife would love to go on an Alaskan cruise someday. During the summer, you will find him on Jeep trails around Michigan.

Wyatt Huggett

Client Services Associate

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Wyatt Huggett

Client Services Associate

Wyatt is a native of Southern Michigan who moved to the greater Grand Rapids area, where he spent time working in the banking and insurance industries. He joined the team in early 2020. Wyatt assists with client account changes, paperwork, and distribution requests. Wyatt loves the connections he makes with clients and looks forward to meeting more of them.

When you stop into the office, you’ll usually see him wearing his favorite color, purple! Wyatt loves summertime and spending time on the beach as well as camping with his family and friends.

Mary Stob

Accounts Payable, Client Relations Associate

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Mary Stob

Accounts Payable, Client Relations Associate

Mary joined our firm in 2014 with a background in customer service. She takes care of the accounts payable side of the business. Mary enjoys speaking with clients and making those personal connections as they are like our extended family.

Mary loves to spend time with her husband, their children, and grandchildren. They enjoy spending their summers at Silver Lake. She is a very talented choral singer and her favorite dessert is her homemade cream puff (and we would agree)! From time to time, Mary will even make it for special client events.

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