Our client relationships drive our every action.

The Matson Financial Team

Accredited Investment Fiduciary

Fiduciary (adj.): Involving trust, especially with regard to the relationship between a trustee and a beneficiary: the company has a fiducuary duty to shareholders.

Larry Matson

Larry Matson has been an independent financial advisor for 35 years and is a retired Air Force veteran. He is a past chapter president and current member of the National Association of Insurance and Financial Advisors (NAIFA) and has earned the Accredited Investment Fiduciary (AIF) designation and the Life Underwriter Training Council Fellow (LUTCF) designation. He educates both clients and potential clients about how properly managing their financial resources and businesses can help them achieve financial control and financial freedom.

Larry specializes in helping his clients understand that they have grown up with harmful myths about how money works and how those myths degrade their personal finances and their retirement plans. He enjoys building long-term relationships and only recommends something to a client that he would do himself. Larry has a passion for helping others achieve their financial dreams and objectives. He always does what is right for the client first.

Security Registration: FINRA 6, 63, 65, 22 Insurance Licenses: Life, Health, Disability

Allegis Corporate Resources

Derek Bohne, VP of Advanced Consulting, Allegis Advisor Group

Derek has more than 24 years of experience including membership in the Million Dollar Round Table, recruiter and trainer of financial advisors, agency manager, and advanced estate and business planning strategist.

He’s served as the state president of the National Association of Insurance and Financial Advisors (NAIFA) and currently serves on their state board. He graduated from Southern Utah University with a degree in business and finance.

Loren Hollingsworth, Director of Advanced Solutions, Complex Tax Planning and Strategy, Allegis Advisor Group

Loren has enjoyed nearly two decades of success coaching and advising business owners and executives on how to increase profitability through improving operational efficiencies, marketing campaigns, organizational development and relationship building and then growing and preserving those profits from unnecessary risk and taxation through sound investment strategies.

While he holds a Bachelor’s Degree in Philosophy from George Washington University, Loren primarily attributes his ability to balance a rich family life, professional success, and extensive community service, to the discipline he learned as a Cadet at West Point, the United States Military Academy. He is now excited to assist the advisors affiliated with Allegis Advisor Group in a similar fashion.

Bart Spencer, Disability and Long-Term Care, Allegis Advisor Group

Bart is known as “The DI Nut”  because of his passion for disability income protection. Since 1992 he’s assisted insurance professionals and their clients locate and implement disability insurance to protect them and their businesses.  He shares the seven uses of disability income insurance that individuals and business owners may find helpful in protecting themselves.

  Bart is very involved in the community, serving in several professional organizations that further the education and professional development of insurance professionals and their clients.  He has spoken at numerous national meetings on the topic of disability insurance as well as locally in the NAIFA organization and the Financial Planning Association.

Other Resources

Keith Cordon, Encore Benefits, Individual and Group Health

Keith has more than 25 years of experience in the employee benefits industry. He opened Encore Benefits in 2010 and is has been a Certified Financial Planner and Licensed Insurance Consultant since 1990. He specializes in individual, small employer and large employer benefits.

Keith served as the president of the Northern Utah Association of Health Underwriters (NUAHU) for 3 years. As a business owner himself, Keith understands the need for quality employee benefits package that provide great value.

Kurt Brown, Chief Investment Officer, Investment Strategy at Townsquare Capital, LLC

Kurt has 25 years of experience. Prior to joining Townsquare Capital, LLC, Kurt was a principal at Alta Capital, a high-quality growth equity manager based in Salt Lake City.  During his 12 years with Alta, Kurt helped grow the firm’s assets under management from $300 million to over $3 billion.

In addition to his investment work, Kurt is a frequently speaker at investment conferences, universities, and CPA and Estate Planning events.  He speak about capital markets inefficiencies and conflicts of interest associated with investment products and brokerage firms. Kurt studied Finance and Economics at Brigham Young University where he currently serves as an adjunct professor and board member of The Ballard Center for Economic Self Reliance.

Jeff Matson: Attorney, Legal, Estate and Business Planning; Bennett Tueller Johnson and Deere

Jeff graduated magna cum laude from BYU’s J. Rueben Clark Law School in 2009. He practices estate and tax planning sections at Bennett Tueller Johnson and Deere. Jeff assists clients with various tax and estate planning matters, including wills, trusts, probate proceedings, tax controversies, and tax exempt organizations.

He also practices in the firm’s business section where he provides counsel to individuals and businesses in a wide variety of business law matters and assists companies with formation, structure, asset protection, trademark registration and contract drafting.

 

TownSquare Capital