About Our Team

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

Managing Member &
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 No. 1 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 No. 5, when Allstate lured Gary away in October 2001. At Allstate, Gary was No. 1 in Michigan, No. 3 in the region in 2002, and No. 5 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.

Gerald Green

Investment Advisor Representative &
Licensed Agent

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 build relationships with his clients and developing tailored plans to their specific dreams, goals and desires is what drives him.

Gerald was raised on Mackinac Island and he and his wife, Julie enjoy spending time with their 4 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.

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.


Laurel Steward

Operations Director & Licensed Agent

Taylor Steward

Accounts Director & Licensed Agent

Corey Davis

Account Manager

Mary Stob

Client Relationship Manager

Ally Motz

Clients Services Associate

Rachael Davis

Client Relations | Marketing Assistant

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