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Meet Our Team

A Team Commited to Your Financial Success

Our team is a collective of hardworking professionals, each bringing unique value and skills to the table. We simplify complex financial matters and communicate clearly to help ensure you are always in the loop. Our commitment to growth and attention to detail mean we're always evolving to serve you better.

Team photo

Meet Our Team

Kurt Mattson CFP®

Private Wealth Advisor and Founder

Brad Andres CPA

Private Wealth Advisor and Director of Financial Planning

Wendy C Mattson

Director of Operations

Darwin sunset with a sail boat

The Best of Both Worlds

While we operate as an independent firm with personalized boutique service, our alliance with a Fortune 500 organization provides you with unparalleled resources and security. This partnership enhances our ability to serve your diverse financial needs.