Mattson Financial Services, LLC

Gary Mattson is a financial advisor with Mattson Financial Services, LLC in Kentwood, MI, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with Mattson Financial Services since 2010 and is also involved in fixed insurance sales through Lakeview Financial Group, LLC and Mattson Insurance Agency LLC. Mattson Financial Services serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs an active, asset-allocation-centered investment approach and coordinates with affiliated tax and insurance entities.

Laurel Steward is a financial advisor at Mattson Financial Services, LLC with four years of industry experience. She holds a Series 65 credential and has been affiliated with Mattson Financial Services and Lakeview Financial Group since 2014. Outside of advisory work, she is involved in insurance sales and serves as Director of Operations and Agent at Lakeview Financial Group. Mattson Financial Services serves individual and high-net-worth clients as well as employer-sponsored retirement plans, providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs an active, asset-allocation-centered approach using equities, ETFs, fixed income, and cash, and coordinates with affiliated tax and insurance entities.

Michael Cohen is a financial advisor at Mattson Financial Services, LLC with a Series 65 designation and two years of industry experience. Prior to joining Mattson, he worked at Buckingham Strategic Wealth, Fidelity Investments, and AXA Equitable Advisor. Cohen is also licensed as an insurance agent through LA&H Insurance Licenses. Mattson Financial Services serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs an active, asset-allocation-centered investment approach and coordinates with affiliated tax and insurance entities.

Gerald Green Jr. is a financial advisor at Mattson Financial Services, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mattson Financial Services since 2017. Additionally, he is involved in insurance sales and services through Lakeview Financial Group, LLC. Mattson Financial Services serves individual and high-net-worth clients as well as employer-sponsored retirement plans, providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs an active, asset-allocation-focused approach and incorporates third-party model managers while regularly offering educational seminars and newsletters.

Riley Ruff is a financial advisor with Mattson Financial Services, LLC, holding a Series 65 designation and one year of industry experience. He has worked with both Mattson Financial Services and Lakeview Financial Group, LLC, where he is also active as an insurance agent. Mattson Financial Services serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs an active, asset-allocation-centered investment approach and utilizes third-party model managers, coordinating with affiliated tax and insurance entities.

David Sponhauer is a financial advisor at Mattson Financial Services, LLC with 11 years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes roles at LPL Financial, Lakeview Financial Group, LLC, and Waddell & Reed Inc. Outside of advising, he is involved in insurance sales through his sole proprietorship and Lakeview Financial Group. Mattson Financial Services serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs an active, asset-allocation-centered approach, utilizing equities, ETFs, fixed income, and cash, and provides additional services including tax preparation and insurance solutions through affiliated entities.

Marcus Grost is a financial advisor at Mattson Financial Services, LLC with a Series 65 credential and three years of industry experience. He has worked previously at Lakeview Financial Group, Plante Moran Financial Advisors, and Jackson National Life Insurance. Outside of advisory work, he has experience as an insurance agent. Mattson Financial Services serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs an active, asset-allocation-centered approach and uses third-party model managers, while also providing tax preparation and insurance solutions through affiliated entities.

Taylor Steward is a financial advisor with Mattson Financial Services, LLC, holding a Series 65 designation and seven years of industry experience. He has worked at Mattson Financial Services since 2019 and has prior experience with Fred Haight Insurance Agency and Lakeview Financial Group, where he also serves as an insurance agent. Mattson Financial Services serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs an active, asset-allocation-centered approach and incorporates third-party model managers, while also providing educational seminars and workshops for clients.

Corey Davis is a financial advisor with Mattson Financial Services, LLC, holding a Series 65 credential and four years of industry experience. He has worked at Mattson Financial Services since 2022 and is also involved with Lakeview Financial Group, where he has held roles including client services manager. Outside of finance, he owns Corey Davis Films, LLC, a wedding videography business. Mattson Financial Services serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs an active, asset-allocation approach using equities, ETFs, fixed income, and cash, coordinating with other professionals and providing tax and insurance solutions through affiliated entities.