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Matson serves as a resource to plan sponsors, assists with employee education meetings and leads other projects that benefit clients.

Prior to joining Mariner Wealth Advisors, Matson was the retirement plan services director at Goldfinch Wealth Management, where he oversaw the retirement plan side of the practice, helping business owners implement and find solutions for their unique needs. Before that, Matson worked for Scottrade/TD Ameritrade as a financial consultant helping individuals and businesses find financial solutions to plan for their unique needs.

Matson has a bachelor’s degree in financial management from Clemson University.