Who We Are

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 & President

Gary Mattson
Founder & President

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 40 years. He has appeared in Fortune, Forbes, The Wall Street Journal, USA Today, Fox Business, Newsweek, and Parade. 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.

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 WOOD TV8 and FOX17 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.

Laurel Steward

Vice President

Laurel Steward
Vice President

After graduating from Saginaw Valley State University in 2014, Laurel joined her dad to help clients achieve their retirement dreams. She is a Partner of the firm and is a licensed Series 65, life, accident, and health insurance professional who 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 spending time outside of the office with her husband and co-worker, Taylor, and their two children.

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, goals, and desires, 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 his clients.

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 will wake up in the early morning hours, even before sunrise, to begin his sport.

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. Gerald is a licensed Series 65, life, accident, and health insurance professional. 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.

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.

Meet with one of our Financial Advisors

Our Mattson Financial family would love to meet you! Fill out the form below to book your first meeting with us today: