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110 Cheshire Lane, Minnetonka, MN 55305

(952) 463-4367
james@mattsonwm.com
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Meet the Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Jim Mattson

Jim Mattson

Managing Partner & Financial Advisor

(952) 463-4376

James Mattson

James Mattson

Managing Partner & Financial Advisor

715-225-7484

Jacqueline Anderson

Jacqueline Anderson

Client Service Associate & Marketing Specialist

(952) 463-4378

Fred Sherman, CFP®, CLU, CHFC, CLTC

Fred Sherman, CFP®, CLU, CHFC, CLTC

Insurance and Financial Planning Specialist

Ben Waples

Ben Waples

Qualified Plan Specialist

Collin Titus

Collin Titus

Group Benefits Specialist

Lisa Adolphson

Lisa Adolphson

Medicare Specialist

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.