MATSON MONEY ®

Who We Are

As a second generation, family–owned financial company, we know the importance of family and how your investment strategy affects your goals, dreams, and loved ones. We’ve been helping families work toward their financial goals for over 25 years.

Core values

It's important that every investor understand the ethical standards of those who affect their long–term financial success, and comprehend the foundations and ideals that their investment strategy was built upon.

Integrity

It's important that every investor understand the ethical standards of those who affect their long–term financial success, and comprehend the foundations and ideals that their investment strategy was built upon.

integrity

Entrepreneurial Spirit

It's important that every investor understand the ethical standards of those who affect their long–term financial success, and comprehend the foundations and ideals that their investment strategy was built upon.

entrepreneurial spirit

Education and Inquiry

It's important that every investor understand the ethical standards of those who affect their long–term financial success, and comprehend the foundations and ideals that their investment strategy was built upon.

education

Free Markets Work

It's important that every investor understand the ethical standards of those who affect their long–term financial success, and comprehend the foundations and ideals that their investment strategy was built upon.

free markets

Our team


Mark Matson

Mark Matson

CEO

Mark is CEO and founder of Matson Money, a registered investment advisor company that manages in excess of $7.1 billion. Mark has used his extensive experience in both financial planning for individual investors and coaching financial advisors to fuel his message of prudent investing and free market beliefs. His primary objective is to arm advisors and investors with the truth so that they can make educated choices about their financial future. To that end, Mark has written books, articles, and developed training programs that cut through the hype and set aside the status quo that surround the topic of investing. Passionate about delivering his message, Mark shines in the training programs he leads for financial advisors and investors. His ability to simplify complex investment subject matter is illustrated in the unique training concepts that impact hundreds of attendees in programs for either advisors or investors.

Steve Miller

Steve Miller

President

Steve began with us during the summers of his undergraduate studies at the Kelley School of Business at Indiana University, Bloomington where he completed his B.S in Finance and International Business, and later his MBA in Finance from Xavier University, Cincinnati. Upon completion of his degrees, Steve worked in a variety of accounting, analysis, and management roles across several industries, including clinical research, transportation and commodities, publishing and investment services. During his time with Matson Money, Inc. he has held roles in portfolio management, investment services, operations and compliance.

Michelle Matson

Michelle Matson

Vice President, Marketing

Michelle has been with Matson Money since 1992. From operations to marketing to management to training, Michelle has done it all. She is known for her ability to conceive creative solutions. Currently, she is responsible for the marketing and publishing aspects of Matson Money, as well as overseeing projects related to training and web development. In spring of 2009, Michelle published the book, Rich Chick: The 9 Must-Have Accessories Every Girl Needs To Create Financial Confidence, Independence, And Freedom... The Smart Way. She frequently speaks on the topic of women and investing all over the country. When she's not at work, Michelle loves to spend time with her husband, Matt, and their three wonderful daughters.

Zack Shepard

Zack Shepard

Vice President, Communications

Zack graduated from the University of Cincinnati with a B.S. in Business in 2002, an A.S. in Marketing in 2000 and is an Accredited Investment Fiduciary (AIF) through the Center for Fiduciary Studies. Here at Matson Money, he is involved in advisor training and coaching, management of the design/creative team, speaking, research, media consulting, production of as well as co-hosting the Matson Money Live TV show and features in national media outlets. Zack also serves on the board for a scholarship fund assisting aspiring college students with funding of tuition. Prior to joining Matson Money in January 2005, Zack was the Assistant GM for a local sports complex for nine years. Zack enjoys spending time with his wife and daughters and participating in sports including basketball and golf.

Dan List

Dan List

Chief Compliance Officer

Dan has been with Matson Money since August 1994. Over the years, Dan has performed and defined the standards for every role in the Investment Services realm. He continuously provides research, portfolio design, returns auditing, compliance advice, and data for sales support. Dan's dedication to Matson Money shows up in long hours and impressive results. Dan graduated cum laude from Eastern Michigan University with a BA in Finance and Economics. He is currently working toward his CFA charter. Dan enjoys spending time with his wife and daughter.

Amanda Lawson

Amanda Lawson

Communications Specialist

Amanda joined the Matson Money team in March 2015. Daughter to Mark Matson, Amanda grew up eager to learn about the mission of the company. Amanda is currently working towards her Bachelor’s Degree in Business Administration with a focus in finance. Here at Matson, she works closely with Zack Shepard to edit and deliver coaching tools to advisers. She is also leading the way to introducing millennials to the missions of Matson Money. In her spare time she is an avid runner, and loves spending time with her husband and son.

Donn Burrows

Donn Burrows

Program Director

Donn has been with Matson Money since 1993. He is the Director of the award-winning videos Navigating the Fog of Investing and How The Really Smart Money Invests: A Brief History of Investing. He is the director of all electronic communication including Taking Stock, Breakthroughs and Beyond, and The Investor Education Series. In his prior professional life, Donn worked as a reporter for Cincinnati's ABC and NBC television affiliates, directed documentaries for television and DVD home entertainment distribution, and hosted three different daily radio shows on Cincinnati sports radio. He has won two Emmy Awards for reporting excellence. On his own time, Donn enjoys watching sports and movies, coaching a high school girls' Varsity basketball team, and spending time with his wife and two children.

Kenny Gatliff

Kenny Gatliff

Portfolio Manager

Kenny graduated from Miami University with B.S. in Finance, and after working in the field of financial planning for a short time, joined the Matson Money team in April 2007. In his time at Matson Money, Kenny has worked in several capacities within the company, from investment services to compliance to portfolio management. In addition to being the lead portfolio manager responsible for the management of the Free Market Funds, Kenny provides research, helps with content creation for investor education, and is a co-host of Matson Money Live!. Outside of work, Kenny enjoys spending time with his wife and two kids.

Our academic board of advisors


We have sought individuals who support and exemplify the core values of Matson Money. Each of them is exceptional in their field and brings a new dimension of expertise to our organization. Their areas of study and skill address many different aspects of what it means to be an investor and how to leverage the power of free markets.

Members of our Academic Advisory Board provide an internal structure for researching and validating academic theories as they apply to investing. They make frequent appearances at both Matson Money coaching and investor events. This gives our clients a direct connection to some of the most well-respected and published experts in the fields of economics, investing and statistics.

Arthur B. Laffer

Arthur B. Laffer, Ph.D.

Member of President Reagan's Economic Policy Advisory Board (both terms), 1981-1989
Founder and Chairman of Laffer Associates
Bachelors of Economics, Yale University
MBA, Ph.D., Economics, Stanford University

Dr. Laffer's economic acumen brings a distinct advantage to Matson Money, our coaches, and clients with insights on the implication of economic policy on savers and investors. Frequently referred to as "The Father of Supply-Side Economics," Dr. Laffer helps navigate the complexities of the economy, interest rates, and tax efficiency as it applies to portfolio construction.

Terrance Odean

Terrance Odean, Ph.D.

Rudd Family Foundation Professor of Finance
Haas School of Business, University of California
Bachelors of Statistics, UC Berkeley
Masters of Finance, UC Berkeley
Ph.D., Finance, UC Berkeley

Terrance Odean is a leader in the field of behavioral finance, boasting extensive research in the area of investor behavior, investor biases and habits. His research reveals how behavior can destroy investor performance and the ability to create wealth. Dr. Odean's expertise is essential to the creation of coaching systems and tools for prudent long–term investing.

R. Lyman Ott

R. Lyman Ott, Ph.D.

Bachelors of Mathematics and Education, Bucknell University
Masters of Mathematics, Bucknell University
Ph.D., Statistics, Virginia Tech

As an expert in the field of statistics, Dr. Ott lends his expertise to Matson Money and investors by actively analyzing and providing third party validation for the economic and financial research upon which our portfolios are constructed. His scrutiny indicates the probability of outcomes concerning the implementation of specific investing strategies. His analysis of the existence and confirmation of "The Barbell Effect" has a significant impact on the design of Matson Money portfolios.

Daniel Wheeler

Daniel M. Wheeler

University of California, Berkeley

Having founded Dimensional Fund Advisors' Financial Advisor Services group, Dan Wheeler has been instrumental in bringing modern portfolio theory to fee-only financial advisers. Throughout his career, Dan has helped build the adviser community and change investment advice in retail markets, transforming what was a broker-driven system into one of financial education and coaching.

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