Gary Mattson

Founder | Advisor

“Have a complete plan, then follow that plan.”

No question is off limits. Our team will find the answers for our client’s plan. We are here for all the changes retirement presents, so we want to get it right the first time.

Gary Mattson’s career in financial services took flight in the U.S. Air Force, and in his years of military service, he learned the value of teamwork, precision and focus. Now, with more than 30 years of financial services experience, Gary leads a dynamic team dedicated to helping individuals, families, and small businesses achieve financial freedom.

Gary studied at Western University of Law, Ferris State University and Suomi College. He founded Mattson Financial Services in 2000. Education, knowledge and experience have become the hallmarks of his career, and today he thrives on collaboration, working side by side with his team to craft personalized strategies that make retirement more than just a dream.

At the heart of Gary’s work is a culture of connection. Whether he’s brainstorming with his daughter and son-in-law in the office, sharing insights with viewers on WOOD TV8, FOX17, and WZZM 13, or co-hosting the Money Mentors radio show on WOOD radio, Gary is all about creating a space where ideas flow, clients feel supported and success is a shared journey. His team’s energy and passion fuel every client interaction, making financial planning a truly connected experience.

Gary carries that same spirit of togetherness into his personal life. He loves traveling with his wife, Nancy, and skiing with their family, enjoying the lake, supporting local 4-H programs and working on the family farms. For Gary, life is a team sport — whether he’s helping clients build their financial futures or creating unforgettable moments with the people who matter most.

Gary Mattson’s career in financial services took flight in the U.S. Air Force, and in his years of military service, he learned the value of teamwork, precision and focus. Now, with more than 30 years of financial services experience, Gary leads a dynamic team dedicated to helping individuals, families, and small businesses achieve financial freedom.

Gary studied at Western University of Law, Ferris State University and Suomi College. He founded Mattson Financial Services in 2000. Education, knowledge and experience have become the hallmarks of his career, and today he thrives on collaboration, working side by side with his team to craft personalized strategies that make retirement more than just a dream.

At the heart of Gary’s work is a culture of connection. Whether he’s brainstorming with his daughter and son-in-law in the office, sharing insights with viewers on WOOD TV8, FOX17, and WZZM 13, or co-hosting the Money Mentors radio show on WOOD radio, Gary is all about creating a space where ideas flow, clients feel supported and success is a shared journey. His team’s energy and passion fuel every client interaction, making financial planning a truly connected experience.

Gary carries that same spirit of togetherness into his personal life. He loves traveling with his wife, Nancy, and skiing with their family, enjoying the lake, supporting local 4-H programs and working on the family farms. For Gary, life is a team sport — whether he’s helping clients build their financial futures or creating unforgettable moments with the people who matter most.