MATTERN WEALTH MANAGEMENT - Key Persons
As a seasoned wealth advisor, Dave takes pride in assisting clients to navigate the ever-changing landscape of the financial markets. Over the past 31 years, he has served the financial planning needs of families, executives, entrepreneurs, and professionals in developing strategic financial solutions to pursue their dreams and goals.
As the Founder and Principal of Mattern Wealth Management, he focuses on maintaining and delivering an un-comparable client experience by emphasizing the highest possible level of client service and mindfulness.
Before launching Mattern Wealth Management, he was a Managing Director and Senior Private Investment Management Portfolio Manager for Wells Fargo Advisors where he was also the Branch Manager. He has also served as an instructor of continuing professional education (CPE) for Certified Public Accountants (CPAs). A graduate of Dickinson State University - North Dakota, Dave earned his bachelor's degree in Business Administration with concentrations in Finance and Computer Science.
David and his wife, Mary, have three children, Stephanie, Marcus, and Alexis. He spends most weekends with family and friends boating, fishing, riding motorcycles and spending time outdoors at the property.
Kyle joined Mattern Wealth Management in 2012 to pursue his professional passion to help people achieve their goals through wealth and investment management. He believes happiness isn't an endpoint; rather it's embedded in life's journey. Kyle encourages clients to start with a sound financial plan, diversify their investments, and maintain a calm, disciplined perspective.
Kyle earned a Bachelor of Science Degree in Finance from the University of Kansas. In 2015, he completed the requirements to become a CERTIFIED FINANCIAL PLANNER™ professional. The CFP® certification mark identifies professionals who have met the high standards of competency and ethics established and enforced by the CFP board.
Kyle was born and raised in Lawrence, Kansas, and is happy to still call it home today. When out of the office, he enjoys spending time with his wife, Stephanie, sons, Connor and Nolan, and their two dogs. You can often find Kyle on a family trip to the local farmers market in downtown Lawrence or rooting on the Jayhawks.
Marcus joined Mattern Wealth Management in 2018 and is a key point of contact for client service and account administration. Marcus brings a superior commitment to client service and is engaged assisting in the office and resolving client's questions and issues.
At Mattern Wealth Management, Marcus ensures that our client's administrative and operational needs are handled accurately and quickly. He handles the day-to-day administration of accounts including opening new accounts, updating existing account information, managing account transfers, and cash flow management.
Prior to joining Mattern Wealth Management, Marcus started his career working with Wells Fargo Advisors in Lawrence and Mission Woods. Marcus graduated from the University of Kansas with a bachelor's degree in History, with a minor in Business.
When not working, Marcus enjoys spending time with family and friends, playing recreational sports, and camping & fishing. An avid sports fan, he loves cheering on the Jayhawks, KC Sporting, Royals, and the Chiefs.
Tanner joined the Team in March 2020 and is a key part of the operations team. He oversees the company's IT infrastructure, assists clients in online access to their accounts, as well as assisting in providing client operational support with unmatched diligence, accuracy, and attention to detail.
At Mattern Wealth Management, Tanner ensures that our client's administrative and operational needs are handled accurately and quickly. He handles the day-to-day administration of accounts including opening new accounts, updating existing account information, managing account transfers, and cash flow management.
Prior to joining Mattern Wealth Management, Tanner graduated from Emporia State University with a bachelor's degree in Management Information Systems.
When not at the office, Tanner enjoys spending time on the lake, playing recreational sports, spending time with family, and attending Sporting Kansas City matches.