Kurt Mattson, CFP®
Wealth Management Advisor


Mattson & Associates

Staff

Kurt Mattson and his team strive to provide their clients with the highest level of customer - oriented financial, estate and retirement planning and wealth management. To learn a little bit about Kurt's high performance team and help you understand how they function internally, please read their biographies below.

 
Brad Andres

Brad Andres, CPA

Marketing/Client Relations Manager
Office 770-955-6611

Brad Andres is the Client Relations Manager with Mattson & Associates. Brad is an integral part of the client relationship team of Mattson & Associates. His responsibilities include:

  • Ongoing client relationship management including regular client contact, communication, and meetings
  • Ongoing client service, including developing and implementing all phases of financial planning, client meetings, planning updates, and recommending portfolio changes
  • Maintaining the highest standards of ethics and compliance

Brad Andres is licensed as a Certified Public Accountant (CPA) in the state of Georgia.  Brad is also a member of the American Institute of Certified Public Accountants as well as the Georgia Society of Certified Public Accountants. Brad is a graduate of Franklin & Marshall College where he earned a B.A. in Public Policy.  Brad also earned a Masters in Accounting from Mercer University.  Before joining the Mattson & Associates team in September 2015, Brad was part of the Financial Services Assurance Practice at PricewaterhouseCoopers.  Prior to that, he was a Wealth Management Advisor at Merrill Lynch. In addition to his CPA license, Brad holds his Life, Accident & Sickness as well as Variable products insurance licenses in the state of Georgia.  He also holds Series 7 & 66 securities registrations.  Originally from New Jersey, Brad has spent the majority of his life in Dallas, Texas. He currently lives in Atlanta, Georgia with his wife Lucy. Brad also played independent professional baseball after college.

 

Andrew S Hamm, CFP®

Financial Planning Associate
Office 770-955-6611

Andrew Hamm is the Financial Planning Associate with Mattson & Associates. Andrew is an integral part of the development and implementation of client financial plans. His responsibilities include:

  • Preparation of comprehensive financial plans and recommendations
  • Creation and Implementation of client strategies
  • Monitoring client progress towards goals and objectives
  • Client relationship management and communication
  • Maintaining the highest standards of ethics and compliance

Andrew earned a Bachelor's degree in Business Administration from the University of North Georgia with a concentration in Finance. Andrew earned his CFP® designation in 2011 demonstrating his competency and understanding of a broad range of financial planning topics. Before joining the Mattson & Associates team in March 2017, Andrew was part of a client focused team at Wells Fargo Advisors. Before that, he was a Financial Consultant at Charles Schwab where he created hundreds of financial plans for his clients. In addition to his CFP® designation, Andrew holds his Life, Accident & Sickness as well as Variable products insurance licenses in the state of Georgia. He also holds Series 6, 7, 63 & 66 securities registrations. A Georgia native, he currently resides in Sandy Springs with his Boxer. In his free time, he enjoys hiking, playing golf and supporting Georgia Bulldog athletics.

 
Tamara M Ellis

Tamara M Ellis

Operations Manager
Office 770-955-6611

Tamara Ellis is the Operations Manager with Mattson & Associates. Tamara is an integral part of the team by ensuring the operational functions of Mattson & Associates are efficient and effective. Her main responsibilities include:

  • Investment Operations
  • Insurance Operations 
  • Managing the on-boarding process for new clients
  • Following up with clients after meeting to initiate recommendations or necessary action items
  • Maintaining the highest standards of ethics and compliance

Tamara Ellis has over 12 years of experience in the financial industry. Tamara is a graduate of Oakwood University where she earned a B.A. in Finance with a Minor in Accounting. Before joining the Mattson & Associates team in April 2017, Tamara was the Investment Operations Specialist at Stavis & Cohen Financial in Houston, TX. Prior to that, she was Registered Client Associate at Merrill Lynch for 7 ½ years. Tamara holds his Life, Accident & Sickness as well as Variable products insurance licenses. She also holds the Series 7 & 66 securities registrations. Originally from Dallas, TX, Tamara spent most of her adult life in Atlanta, GA where she currently resides with her son, Ysaak. Tamara enjoys sewing and being active with her son.

 
Miranda G Wiley

Miranda G Wiley

Associate Wealth Management Advisor

Miranda Wiley is a graduate of The University of Georgia where she earned a B.S. in Consumer Economics with an Emphasis on Family Financial Management.  She is a native of Madison County, Georgia.  Miranda currently lives in Dallas, Georgia with her husband Josh and daughters Madison & Skylar.

Before joining our team in May 2009, Miranda served as an Investment Counselor with BB&T Investment Services, Inc. in Athens, Georgia.  Prior to that, she was a Financial Services Representative with State Farm Insurance.

Miranda holds Life, Accident & Sickness as well as Variable products insurance licenses in the state of Georgia.  She also holds Series 6, 7, 63 & 65 securities registrations.

 
 

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