Advisor profile


My approach

Tyler Mattson - My approach photo

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Tyler Mattson - My approach photo

Areas of focus

  • Intergenerational Planning
  • Investment Management
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Small Business
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLTC® Certified Long Term Care®

Education

  • College of Financial Planning, Certified Financial Planner
  • Northwestern College, Business Administration

Interests

  • Spending time with my wife and daughters
  • Reading
  • Long Bike Rides and Walks
  • Spending time in the outdoors
  • My pets (3 dogs)
  • Fishing and hunting

Community participation

WAM - Wishes & More

CFAN - Christian Financial Advisor Network

Awards & recognition

  • Five Star Wealth Manager, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019