Mattson Financial Services is all about a close-knit family feeling. We cherish every staff member as part of the Mattson Team. You’ll find that when you deal with anyone here at Mattson Financial Services, your interactions will be met with friendly fervor and enthusiastic professionalism, unmatched in our industry. Indeed, our clients are not numbers, nor are our employees. So, we are happy to introduce you — meet the Team!
Co-Founder and Partner of Mattson Financial Services
Brent grew up in Waco and graduated from Richfield High School before earning his BBA from the Hankamer School of Business at Baylor University in 1984. Just two years later, with only a $1,000 loan from a local bank, he set out to build what would become Mattson Financial Services. Initially, Brent partnered with his brother Brian, and together they made an immediate impact in the local Waco financial services marketplace.
Over the past 40 years, Brent has helped grow the firm into a nationally recognized leader in sales and service, earning more than 30 national awards along the way. For more than 40 years, Brent and his brothers—Brian and Blake, who joined the firm in 1994—have guided thousands of clients all across Texas.
Beyond the business, Brent is a passionate advocate for individuals with intellectual and developmental challenges. He and his brothers were blessed with a younger sister, “Little” Shanna, who was born with Down syndrome and brought joy to their family until her passing in 2021 after a battle with dementia. To honor her memory, Brent and his wife, Cindy, continue to support local nonprofits that serve children with similar challenges.
Co-Founder and Partner of Mattson Financial Services
Brian grew up in Waco and graduated from Richfield High School, where he was a standout multi-sport athlete recognized with numerous local and state honors. He later earned his degree from the Hankamer School of Business at Baylor University in 1986 and joined his brother Brent that same year to help launch the company.
For nearly four decades, Brian has played a key role in the firm’s growth and success—expanding its client base and assets under management every year. Known for his strong work ethic, leadership, and operational expertise, Brian has received multiple national awards for his sales and service excellence. His commitment to clients and his drive for continuous improvement have made him a cornerstone of the company’s success.
Outside the office, Brian is deeply involved in his community. He has taught 6th-grade boys’ Sunday school for more than 15 years, helping young men understand their value and purpose. He is also a dedicated supporter of the McLennan County Junior Livestock Show, where he donates annually to recognize the hard work and achievements of young leaders.
Partner of Mattson Financial Services
Blake grew up in Waco and graduated from Richfield High School in 1986, where he was named MVP in basketball and served as Student Council President. He went on to earn his degree from the Hankamer School of Business at Baylor University in 1990. Blake joined Mattson Financial Services in 1994 and later completed the three-year financial curriculum from the College of Financial Planning in Denver, Colorado, earning his Certified Financial Planner™ designation in 1997.
Throughout his career, Blake has remained deeply involved in the Waco community. He has coached more than 30 youth sports teams and taught children’s Sunday school for over a decade. Blake also served four years on the school board of a local private school, including a term as School Board President. For five years, he volunteered to teach a year-long Personal Finance course for high school sophomores and juniors and continues to lead week-long financial planning workshops each year for another local high school.
Blake has also held leadership roles at his church, including serving as Chairman of the Finance and Budget Committee and the Long Range Planning Committees. He currently serves on the Texas Ranger Museum Advisory Board and was honored to be named Ambassador for the Festival on the Brazos in 2023. Alongside his wife, Shanna, Blake also supports Soul Church for the Homeless in Dallas, where Shanna serves as a board member and treasurer.
Director of Operations/Executive Management Team Member
Kelly joined Mattson Financial Services in 2000. He graduated from the Hankamer School of Business at Baylor University in 1994 after attending Waco Christian School and McLennan Community College. An accomplished basketball player, Kelly played for McLennan Community College before completing his education at Baylor.
As part of the executive management team alongside the Mattson brothers, Kelly plays a key leadership role within the firm. He serves as Operations Manager and oversees both Human Resources and Information Technology, ensuring that the firm runs efficiently and effectively across all areas of business.
Junior Executive
Carlyn, the daughter of Blake Mattson, CFP®, joined Mattson Financial Services in 2025. She graduated with a degree in Finance from the Cox School of Business at Southern Methodist University (SMU). Before attending SMU, Carlyn graduated from Vanguard College Preparatory School, where she was an accomplished volleyball player and earned Academic All-State honors two years in a row.
Carlyn has a heart for service and global outreach, having participated in mission trips to Belize, Namibia, and India. While at SMU, she played for the SMU Club Volleyball Team and volunteered at the Scottish Rite Hospital for Children, where she was once a patient herself. She was also an active member of the Alpha Chi Omega sorority and the Alpha Kappa Psi business fraternity. Before joining Mattson Financial Services, Carlyn spent three years in commercial banking in Dallas, where she developed her skills in credit analysis and client relationship management. She is married to Spencer Davis, who joined the firm in 2025.
Junior Executive
Spencer joined Mattson Financial Services in 2025. He graduated with a degree in Economics from the Dedman College of Humanities and Sciences at Southern Methodist University (SMU) and was a member of the Economics Honor Society. Before attending SMU, Spencer graduated from Vanguard College Preparatory School, where he was recognized as valedictorian of his graduating class.
A lifelong learner and leader, Spencer earned the rank of Eagle Scout through his dedication to service, discipline, and integrity. Prior to joining Mattson Financial Services, he worked for a commercial real estate and analysis firm in North Dallas for three years, gaining experience in market research and financial analysis. Spencer is married to Carlyn (Mattson) Davis, who also joined the firm in 2025.
Senior Executive Assistant/Junior Executive
Julia joined Mattson Financial Services in a full-time capacity in 2022, though she has been part of the firm for nearly a decade. She graduated from West High School and went on to earn her bachelor’s degree in business administration and accounting, followed by her Master of Business Administration (MBA) from Tarleton State University.
Julia’s role encompasses a wide range of responsibilities, including document preparation and completion, serving as a liaison to the companies the firm represents, and overseeing contract preparation and recordkeeping.
A former standout athlete, Julia was a member of the State Champion West High School Softball Team and went on to serve as the ace pitcher for Tarleton State University.
Senior Executive Assistant/Junior Executive
Cassie joined Mattson Financial Services in 2022. She is a graduate of West High School and later earned her bachelor’s degree in business administration and accounting from Tarleton State University. Cassie plays an important role in supporting the firm’s daily operations. Cassie is responsible for document preparation and completion, performs operational tasks for the partners, and serves as a liaison with the companies the firm represents.
A former athlete, Cassie was the catcher for the State Champion West High School Softball Team.
Executive Assistant
Diana joined Mattson Financial Services in 2021. She grew up in Meridian and previously served as a Teller Manager for a Central Texas bank. At Mattson Financial, Diana specializes in document completion and serves as a liaison between the firm and the companies we represent.
Fluent in both English and Spanish, Diana plays an important role in assisting our Spanish-speaking clients and ensuring clear, personalized communication across all aspects of client service.
Claims Specialist
Joy joined Mattson Financial Services in 1997. She graduated from Midway High School in Woodway/Hewitt and began her career at the firm as an assistant. Her dedication and attention to detail quickly led her to specialize in claims operations—a role she has led for more than two decades.
Joy’s expertise in this area is matched by her compassion. She approaches each claim with care and understanding, offering support to clients and families during some of life’s most difficult moments.
Senior Executive Assistant
A lifelong Wacoan, Nanette earned her Associate’s Degree from McLennan Community College and has been part of Mattson Financial Services for over 20 years. She specializes in account document preparation and special products administration, serving as a key liaison between the firm and several of the companies Mattson Financial represents.
Known for her attention to detail and dedication to client service, Nanette plays an essential role in ensuring smooth and efficient operations across the firm. Outside the office, she enjoys spending time with her two beloved Pugs and has a deep love for animals.
Executive Assistant
Anna joined Mattson Financial Services in 2024. She graduated from West High School and Texas Tech University, where she began developing her interest in finance and client service. Before joining the firm full-time, Anna worked as a student employee at Mattson Financial.
She is responsible for managing client withdrawals and Required Minimum Distributions (RMDs) and also assists with document preparation. Outside the office, Anna enjoys staying active and was a proud member of the West High School State Champion Softball Team.
Executive Assistant and Claims Assistant
Laci joined Mattson Financial Services in 2024. Laci graduated from West High School and has over fifteen years of administrative experience. She specializes in document completion and provides valuable support in processing claims for clients who have experienced the loss of a loved one.
Laci’s professionalism and compassion make her a trusted resource for both clients and team members alike.
