Gerald Green
Partner | Advisor
Early in my career, a previous employer just wanted us to “sell.” There was no goal of understanding the client. I knew when I got into the financial services industry that it was the relationships with the clients that drove me to do my best work. I get to build relationships and understand my clients every single day at Mattson Financial.
Gerald’s passion for building connections is at the heart of everything he does, making every client feel like part of the Mattson family. Gerald taps into teamwork — collaborating with clients and the firm’s dynamic team to craft plans that align with each unique retirement story that walks through the door. Gerald knows that your story is uniquely different and is ready to listen!
You can hear Gerald’s enthusiasm for his work on the local airwaves, where he’s a regular voice on the "Money Mentors" radio show. He’s also often cheering on the U of M or sharing his love for Jimmy Buffett tunes.
Raised on Mackinac Island, Gerald brings a love of community and the outdoors to his personal life. He and his wife, Julie, enjoy spending time with their four children, whether they’re cheering at sporting events or relaxing on the river with a fly pole in hand. For Gerald, life is about creating meaningful moments — both in his work and the world.
Gerald’s passion for building connections is at the heart of everything he does, making every client feel like part of the Mattson family. Gerald taps into teamwork — collaborating with clients and the firm’s dynamic team to craft plans that align with each unique retirement story that walks through the door. Gerald knows that your story is uniquely different and is ready to listen!
You can hear Gerald’s enthusiasm for his work on the local airwaves, where he’s a regular voice on the "Money Mentors" radio show. He’s also often cheering on the U of M or sharing his love for Jimmy Buffett tunes.
Raised on Mackinac Island, Gerald brings a love of community and the outdoors to his personal life. He and his wife, Julie, enjoy spending time with their four children, whether they’re cheering at sporting events or relaxing on the river with a fly pole in hand. For Gerald, life is about creating meaningful moments — both in his work and the world.