MATSON MONEY ®

Who We Are

We are Matson Money

We're a multi-generational registered investment advisor company founded in 1991 by Mark Matson. And we're here to empower you to discover your true purpose for your life. If that sounds like an unusual goal for people in our business, we understand; however, in nearly three decades of experience, we've noticed that when you live your life on purpose, you invest on purpose. And that's what we're standing for you to do.

Our values.

Our company is built on the following five values, and we strive to embody them in everything we do. We know our future depends on it.

Integrity

We are our word.

integrity

Entrepreneurial Spirit

Our unwavering commitment to innovation, creativity, and service.

entrepreneurial spirit

Education and Inquiry

The continuous pursuit of financial academic theory. Being the leader in the application of empirically tested Nobel Prize winning investing principles.

education and inquiry

Coaching

Developing investors to be prudent and disciplined throughout an entire lifetime.

coaching

Free Markets Work

We are a stand that a free market pricing system inspires competition, innovation, and wealth creation.

free markets work

Our team


Mark Matson
Mark Matson
Founder / CEO

Since founding Matson Money in 1991, Mark has taken a courageous stand to help investors discover their true purpose for life and for money. He is the source of the Matson Method, the innovator of Mind Over Money, and the leader of the American Dream Experience—all of which equip advisors and investors with the truth so that they can make sound and educated choices about their financial future. Mark’s unrelenting message is to begin with a purpose greater than money and then apply prudent investing strategies and free market principles towards the fulfillment of that purpose. He has shared this message as an author, producer, and on hundreds of TV appearances as a frequently sought after financial commentator. Mark received his Bachelor’s degree in Business with a major in Finance and Accounting from Miami University. He is an avid cyclist, serves on the board of directors of several charities, and resides with his beautiful wife, Melissa, in Scottsdale, Arizona, where Matson Money is headquartered. Together, Mark and Melissa are the blessed parents of eight children.

Melissa Matson
Melissa Matson
Executive Vice President

Married to Mark Matson for the past twelve years, Melissa joined Matson Money in 2018 to help him lead the American Dream Experience. She is a Vice President at Matson Money and also serves as the President of the Matson Family Foundation, an organization devoted to causing and supporting acts of kindness, both big and small, that change the world for the better. Melissa holds a degree in physical therapy from the University of Cincinnati. She is an avid cyclist who loves traveling and cycling with her husband, wherever they happen to be.

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 daughter.

Michelle Matson
Michelle Matson
Vice President, Marketing / Coach

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.

Josh Crawford
Josh Crawford
Vice President, Coaching

Josh joined the Matson Money team in January 2015 as part of his undergraduate cooperative education program at Cincinnati State. He quickly developed an unyielding belief in the Matson Money philosophy and a passion for spreading the message of prudent investing and efficient markets, leading to a full time position as an Adviser Coach. Josh brings with him five years of sales leadership experience and has always had a passion for coaching and teamwork, which stemmed from his life-long dedication to football. As Captain of his high school football team and receiving a scholarship to the University of Charleston, he always dreamed of going into the NFL. While that dream didn’t come to fruition due to an injury, Josh will tell you that it was one of the best things that ever happened to him, because now he has found his true calling. Outside of work Josh enjoys playing basketball, spending time with his family and traveling.

Rick Wiehe
Rick Wiehe
Vice President, Operations

Rick joined Matson Money in 2006 as a member of the coaching team. Throughout the growth of the company he has taken on many different roles and grown both personally and professionally. He has been an integral part in the growth of the Investment Services team and was the leader for 401k plans and MRI development. He is now the Vice President of Operations, helping to develop the team in size and scope to provide world-class service to our clients and advisors. He is the blessed father of two children, he spends his free time with them hiking, playing sports, and being a supportive "Cheer Dad."

Donn Burrows
Donn Burrows
Documentarian & Investigative Reporter

Donn has been with Matson Money since 1993. He has directed the award winning documentaries, Navigating the Fog of Investing and How the Really Smart Money Invests: A Brief History of Investing. He has also directed documentaries for television and home video entertainment distribution. Donn has received two Emmy Awards for excellence in reporting while working on ABC and NBC television affiliates and hosting daily radio shows in Cincinnati. When Donn isn't working he enjoys watching sports, movies and coaching girls high school varsity basketball team. Donn loves spending time with his wife, daughter, son and grandchildren.

Sean Babin
Sean Babin
Portfolio Manager

Sean graduated from the University of Nevada, Reno in 2012 with a B.S. in Finance & Economics and has been working in the financial services industry ever since. Sean joined the Matson Money team in September of 2016. He has worked his way through the ranks starting out as assistant portfolio manager and is now acting lead portfolio manager. He has earned his CFA Level 1 and is a CFA Level 2 Candidate (Exam Date June 2018). In addition to being the lead portfolio manager responsible for the management of the Free Market Funds, Sean provides research, helps with content creation for investor education, and is a co-host of Matson Money Live!. Outside of work, Sean enjoys golfing, playing basketball, traveling, and spending time with friends and family.

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.

Academic Advisory Board members receive compensation from Matson Money for their services, and in exchange, provide independent consulting services to Matson Money leadership, co-author white papers, appear on Matson Money webcasts, and make speeches at Matson Money conferences.

Harry M. Markowitz

Harry M. Markowitz, Ph.D.

1990 The Nobel Prize in Economics, Modern Portfolio Theory
1989 Von Neumann Award, Operations Research Society of America
Principal, Harry Markowitz Company
Adjunct professor, Rady School of Management, UCSD
Ph.D., Economics, University of Chicago
M.A., Economics, University of Chicago
Ph.B., Liberal Arts, University of Chicago

Since its inception, the Matson Method of portfolio construction has been based in strong academic principles. One of the key philosophies is Modern Portfolio Theory, created by Harry Markowitz. It is a profound privilege to have Dr. Markowitz as a member of our Academic Advisory Board.

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.

Meir Statman

Meir Statman, Ph.D.

Glenn Klimek Professor of Finance, Santa Clara University, Leavy School of Business
Visiting Professor, Tilburg University, Netherlands
Ph.D., Columbia University
B.A. and M.B.A., Hebrew University of Jerusalem

Investor behavior and decision making is a key component to reaching long-term investing goals. We are pleased to welcome noted behavioral finance researcher, Meir Statman to the Matson Money Academic Board. His work attempts to understand how investors and managers make financial decisions and how these decisions are reflected in financial markets. His most recent book is "Finance for Normal People: How Investors and Markets Behave".

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.