Kurt Mattson, CFP®
Wealth Management Advisor


Mattson & Associates

My Team

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.

 

Our Support Team


This investment team is comprised of members from the Advisory Investment and Private Client Services teams. They provide customized investment management services for high-net-worth clients and investment research and consulting support for the advisory products and services. The team addresses specific client needs by providing enhanced portfolio analytics, investment research and guidance.

The Investment Strategy Committee is responsible for WMC's overall global macro outlook and reflecting those viewpoints in the asset allocation strategies used in the Signature Portfolios models and in Private Client Services accounts. The Committee's disciplined process includes a thorough assessment of the overall risks and opportunities inherent in the broad investment environment over an intermediate-term time horizon

 

My Team

 
Brad Andres

Brad Andres, CPA

Director of Wealth Management Services
Office 770-612-4632

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

 
Sebastian Russell

Sebastian Russell

Client Service Representative
Mobile 404-846-3000

Sebastian serves as Client Services Associate with Kurt Mattson & Associates.  He is the newest member of the team and plays an important role in supporting Kurt and the entire organization in helping to meet the needs of our clients.

His responsibilities include:

  • Insurance onboarding and application process.
  • Setting medicals and serving as liaison between underwriter and client.
  • Updating client information or the team and record keeping.
  • Key point of contact for client events or meetings. 
  • Assisting with scheduling planning reviews.
  • Provide general information regarding the planning process and what to expect.
  • General office administration.

Sebastian graduated from Georgia Institute of Technology in 2022 with a degree in Business Administration concentrating in Finance. He is a native Atlantan and grew up just outside of Atlanta in Woodstock, Georgia. Sebastian is an advocate of professional development.  Prior to joining Mattson and Associates, he worked for Morgan Stanley. 

 

Zachary Bognar

Investment Operations Associate
Mobile 404-846-3000

Zachary Bognar serves as Investment Operations Associate with Mattson & Associates. He plays an important role in helping to lead the firm's practice. His responsibilities include:

  • Onboarding new investment and insurance clients
  • Rebalancing portfolios 
  • Handling day-to-day trading needs for clients
  • Processing money movement
  • Handling account transfers
  • Completing and processing all paperwork regarding investment operations

Zachary graduated from High Point University located in North Carolina with a B.A. in Strategic Communications and has extensive investment experience. Prior to joining Mattson & Associates, Zachary worked for Charles Schwab as an active trader handling complex trades and educating clients.  While at Charles Schwab, he also served as Financial Consultant helping to build financial plans, managing client investments and overseeing investment operations. Prior to this, Zachary worked at J.P. Morgan Wealth Management as a Private Client Advisor building financial plans. He holds his Series 7, 63, and 66 securities registrations and life and health insurance licenses. Zachary grew up in Darien, CT and spent several years living in Indianapolis, Indiana. Currently, he calls Stamford, CT home, but is often seen working out of the Atlanta office of Mattson & Associates.

 
 

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Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.