At Edward Jones, I’m able to live out those passions, creating meaningful long-term relationships with clients as we work through establishing and reaching their personalized goals. Professionally, I've spent over 10 years in the dental industry and the financial services industry. The combined experience I've gained in those industries gives me a unique perspective. I focus on working with succes
sful dentists and small business owners, while also working with individual investors. I believe it's important to invest my time to understand what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you, your family, and your business. My senior branch office administrator, Nancy, and I work hard to ensure we know you and what's important to you. We work diligently to bring a high level of service to our clients, whether it's contacting you proactively or urgently returning your call should we miss it. I’ve been married to my lovely wife, Lauren, for over five years. We have a daughter who just turned 1, and a golden retriever named Lacy (they're best buddies). As a family, we enjoy the outdoors, going for hikes or stroller walks, and spending time with our family and friends. My two main hobbies are golfing and hunting. Archery is my preferred method, and I try to get out West to elk hunt with my dad and brothers on a somewhat annual basis. At Edward Jones, we have a proven and established process, and every strategy is personalized to each individual client, I’d be happy to have a conversation with you to see if myself and Edward Jones would be a good fit for you. Please call or stop by my office, or visit www.edwardjones.com/josh-mattson
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