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.

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Gary Mattson

Founder

Gary Mattson
Founder

Gary started in financial services for the U.S. Air Force and has been serving individuals, families, and small businesses across the country for over 30 years. Gary is a Fiduciary and holds his Series 65 license as well as a Life, Accident, and Health Insurance professional, dedicated to helping clients accomplish their "stress-free" retirement.

Family is the most important thing to Gary. You will find his daughter and son-in-law in the office and by his side on WOOD TV8, FOX17, and WZZM13 throughout the week, as well as on their Money Mentors radio show on WOOD radio on the weekends. Outside of the office, he enjoys traveling with his wife, Nancy, and spending time with their family skiing, enjoying the lake, supporting local 4-H, and on the family farms.

Laurel Steward

President

Laurel Steward
President

After graduating from Saginaw Valley State University in 2014, Laurel joined her dad as she wanted to be a part of assisting retirees with a trusted resource to help guide through their retirement journey. She is a Partner of the firm and a Fiduciary as a licensed Series 65 professional. Laurel is also a Life, Accident, and Health Insurance professional who loves working with her dad, husband, and clients that also feel like family.

Laurel is the co-host of "Money Mentors" radio show and tv segments with her dad. She loves to bake and spend time outdoors on their hobby farm tending to bees and gathering chicken eggs with their little ones.

Taylor Steward

Advisor

Taylor Steward
Advisor

Taylor is a Partner of the firm and has found his passion in meeting with clients, identifying their retirement dreams, and helping create a plan for those goals. Taylor is a Fiduciary and 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 clients.

You'll oftentimes see him on tv and hear him on the "Money Mentors" radio show on the weekends. When Taylor is not in the office, he enjoys spending time with his wife and co-worker, Laurel, and their two children. He is also an avid waterfowl hunter and enjoys being outdoors beekeeping, fishing, and skiing.

Gerald Green

Advisor

Gerald Green
Advisor

Gerald is a Partner of the firm where he enjoys building relationships with his clients and developing tailored plans to their specific dreams, goals, and desires. He is a Fiduciary Advisor and is Series 65 licensed, along with his Life, Accident, and Health Insurance license.

You will hear him on the weekend "Money Mentors" radio show often cheering on U of M and singing along to Jimmy Buffet tunes. 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.

Corey Davis

Advisor

Corey Davis
Advisor

Corey graduated from Grand Valley State University then spent several years working in the financial sector. Since joining Mattson Financial in 2016, he's guided a successful Client Services team and worked alongside Gary providing carefully crafted retirement solutions. Soon Corey realized his desire to provide more individualized retirement service to clients and has become a Fiduciary Advisor. He holds his Series 65 license and is a Life, Accident, and Health Insurance professional.

On the weekends he enjoys spending time with his wife and co-worker, Rachael, and their two young kids. If Corey and his family aren't camping and enjoying the outdoors, you may find him home brewing or filming weddings through his videography business.

Marcus Grost

Advisor

Marcus Grost
Advisor

Marcus is a Fiduciary Advisor and holds his Series 65 license along with his Life, Accident, and Health Insurance license. Marcus earned a B.A. in Finance from Grand Canyon University and brings experience from working with one of the biggest Registered Investment Advisors in the United States.

Marcus is an all-season outdoorsman! From snowboarding in the winter to sailing on Lake Michigan in the summer, he's a true Michigander. When asked about his dreams, goals, and desires, he hopes to spend even more time on the golf course and someday vacation in the British Virgin Islands.

Matthew Saidla

Licensed Agent, Medicare

Matthew Saidla
Licensed Agent, Medicare

Matt is a graduate of Western Michigan University and came to us with a background in project management and sales. He joined the firm in 2022 with a goal to help clients navigate though the complexity of Medicare, while doing what is best for their unique health situations. He is a licensed Life, Accident, and Health agent who specializes in Medicare.

Growing up, it wasn't cartoons on the television for Matt and his brother but instead, ESPN, sports, and more sports. In his free time, he shares ownership with his brother running their sports card consignment business inspired by his nephews' equal love of sports. You'’'ll also find him on a field participating in local sports groups or golfing in the warmer weather with his wife. His wife and co-worker, Ally, has been the most influential in his life. Their two cats, "Millie" and "Marlow", friends and family are the most important things to him in life.

Karren Burzynski

HR/Office Manager

Karren Burzynski
HR/Office Manager

Karren brings 40 years of experience from Michigan State University. She is fueled by her desire for personal growth and a long-time interest in the financial industry. Karren's analytical mind and past alumni relations experience brings new insight when it comes to evaluating processes to better the overall client experience. She was most captivated not only by the financial industry itself, but by the vibrant dynamic culture the team shares with each other.

If Karren isn't soaking up every moment with her small grandsons, you can find her working outside in the yard with her husband. Serene, summer mornings in June at sunrise are her favorite.

Ben Dillon

Advisor Assistant

Ben Dillon
Advisor Assistant

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 the team in early 2020. Ben assists clients with account changes, paperwork, and distribution requests. He has enjoyed interacting with new clients and always looks forward to building on those relationships.

Ben enjoys spending time with his family and friends. 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.

Sarah Davis

Client Services Associate

Sarah Davis
Client Services Associate

Sarah grew up on the east side of the state and moved to Grand Rapids to attend Grand Valley State University. She joined the team in 2022 where she assists clients with account changes, paperwork, and distribution requests. Sarah enjoys being a part of an independent, family-owned business that treats clients and team members like family.

Sarah's hobbies include photography and working in her garden in the warmer weather. She enjoys peaceful moments sipping tea with her two cats and significant other.

Allison Saidla

Advisor Assistant

Allison Saidla
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 helping them accomplish their retirement dreams. She works closely alongside our Advisor Assistants and Client Support teams.

Ally loves country music and her cat girls, "Marlow" and "Millie". She also loves to travel and has a goal of visiting 3 different places a year. Ally is an avid golfer and oftentimes, you will find her and her husband competing on the green.

Daniel Hill

Client Services Associate

Daniel Hill
Client Services Associate

Dan is a Western Michigan University graduate and is one of our newer smiling faces to join the team! Dan's background has primarily been in the corporate finance industry. His search to bridge his financial experience and desire to help people brought him to Mattson Financial in 2022. In Dan's position, he works with clients in processing paperwork, account changes, and distribution requests.

Dan enjoys anything but the hot, summer weather. His favorite way to relax and cool down is with a craft beer in hand, relaxing with his wife, and their pet dog. Dan has discovered his Scandinavian heritage and wishes to travel to Europe someday.

Rachael Davis

Marketing & Events

Rachael Davis
Marketing & Events Coordinator

Rachael grew up in Saginaw and attended Grand Valley State University where she met her husband and co-worker, Corey. She joined the team in 2018 after many years in the hospitality industry. Rachael works as our marketing assistant and secondary support to reception. She enjoys her role of being there for those 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, soaking up the chaos of two kids and chasing around the family cats, "Mac" and "Cheese". Rachael enjoys any arts & crafts with her little ones as well as any outdoor fun in the warmer weather.

Riley Ruff

Advisor Assistant

Riley Ruff
Advisor Assistant

Riley graduated from Northwood University in 2021 and joined the Mattson Financial one week later. He was previously an intern with our firm for many years. Riley's passion for finance and family makes him a great addition to our team. Within his role, he assists with client communication, servicing requests, and client meetings. Riley's favorite thing about work is the connection he's made with his co-workers and clients, inside and outside of the office.

In Riley's free time, you can find him enjoying the great outdoors, fishing, hunting, or golfing. His bucket list includes an Alaskan Kodiak bear hunt, or visiting Monaco during the international superyacht event.

Beth Bremer

Client Services Associate

Beth Bremer
Client Services Associate

As a lifetime Grand Rapids resident, Beth found her way to the team in 2022. Previously, she attended GRCC and was a self-employed business owner. While looking to diversify her career path, Mattson Financial's energy and culture initially stood out to her. Beth takes pride in her role where she assists clients with account changes, paperwork, and distribution requests.

When asked to describe her perfect day, it would be a balance of taking time for herself while enjoying a visit to the bookstore, listening to music, or playing video games. Beth's perfect day would also include spending time with her daughter and her partner. She someday wishes to visit the south of France or Greece. She has 6 years of French and can read & write, enough to understand the language and would love to apply that knowledge.

Corey Davis

Partner, Client Services Manager

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 son. One of his favorite things to do in the summer months, is to go camping in Northern Michigan!

Allison Saidla

Advisor Assistant

Allison Saidla
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

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.

Wyatt Huggett

Advisor Assistant

Wyatt Huggett
Advisor Assistant

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.

Rachael Davis

Client Relations Associate, Marketing Assistant

Rachael Davis
Client Relations Associate, Marketing Assistant

Rachael grew up in Saginaw and moved to Grand Rapids to attend Grand Valley State University. There, she met her husband and co-worker, Corey. She joined Mattson Financial in 2018 after working in the hospitality industry and 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 those that remind us how precious life is.

Outside of the office, you’ll find her spending time with her husband and son. Rachael is very creative! She enjoys all types of arts and crafts. Fun fact: During the pandemic, she sewed countless masks for clients, family, and friends.

Nada Aouad

Client Relations Associate, Marketing Assistant

Nada Aouad Client Relations
Associate, Marketing Assistant

Nada, a Grand Rapids native, joined our Mattson Financial team in 2021. As a graduate from Davenport University, she decided to continue her education and is on track to obtain her masters in 2022! She has always had a passion for helping and uplifting others. Nada enjoys the focused care of how we treat our clients like family and anyone who walks through our doors.

If she isn’t chasing sunsets at the beach and taking road trips with friends, she’s spending time with family! One of her many dreams, goals, and desires includes having a picnic at the Champ de Mars in Paris, France.

Benjamin Dillon

Client Services Associate

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.

Riley Ruff

Client Services Associate

Riley Ruff
Client Services Associate

Riley is a Northwood University cum laude graduate. After interning with Mattson for several years, he has officially joined the team as of 2021! His passion for finance and family makes him a great addition to our team. His favorite thing about work is the connection he’s made with his co-workers, inside and outside of the office.

In his free time, you can find him doing any one of his favorite activities: fishing, hunting, or golfing! Some of his desires include an Alaskan Kodiak bear hunt or a Monaco visit during the international superyacht event.

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