Connect with David

David Mattern
Principal & Founder

Dave is the Founder and Principal of Mattern Wealth Management.  Over the past 28 years he has served the financial planning needs of families while developing strategic solutions driven by client goals.  He takes pride in helping clients navigate the ever-changing landscape of the financial markets.

Before launching Mattern Wealth Management, he was a Managing Director and Senior Private Investment Management Portfolio Manager for Wells Fargo Advisors where he also served as the Branch Manager.  

Dave has been recognized by Forbes, Inc. among its Best-In-State Wealth Advisors in Kansas in 2019, was a longtime member of the Wells Fargo Advisors Chairman’s Council, awarded the Premier Advisor status for 12 consecutive years and has been recognized as a Kansas City FIVE STAR Wealth Manager - 5 times.  He has also served as an instructor of continuing professional education (CPE) for Certified Public Accountants (CPAs.)

Dave earned a bachelor’s degree in Business Administration, with concentrations in Finance and Computer Science, from Dickinson State University – North Dakota.

David and his wife, Mary, are active in their community and the lives of their 3 children – Stephanie, Marcus and Alexis.  Mary is the Principal of Corpus Christi Catholic School.

Mattern Wealth Management is an SEC-registered adviser. The Best-In-State Wealth Advisor award is granted by Forbes and spotlights over 3,000 advisors who were nominated by their firms, then researched, interviewed and assigned a ranking within their respective states.

Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement of the advisor by any client nor are they representative of any one client's evaluation. Please also read a more thorough disclosure and additional information about the criteria used in making these rankings.

Connect with Kyle

Kyle Cross, CFP®
Financial Advisor

Kyle Cross, CFP®, joined David Mattern’s team in 2012 to pursue his professional passion – helping people achieve their goals through wealth and investment management. He believes happiness isn’t an endpoint; rather it’s embedded in life’s journey. Kyle encourages clients to start with a sound financial plan, diversify their investments, and maintain a calm, disciplined perspective.

Kyle earned a Bachelor of Science in finance from the University of Kansas. In 2015, he completed the requirements to become a CERTIFIED FINANCIAL PLANNER™ professional.The CFP® certification mark identifies professionals who have met the high standards of competency and ethics established and enforced by the CFP board.

Kyle was born and raised in Lawrence, Kansas and is happy to still call it home today. When out of the office, he enjoys spending time with his wife, Stephanie, son Connor and their two dogs. You can often find Kyle on a family trip to the local farmers market in downtown Lawrence, or rooting on the Jayhawks.

Connect with Kyle

Marcus Mattern
Financial Advisor

Marcus began his career with Wells Fargo Advisors in Lawrence and in Mission Woods. At Mattern Wealth Management, he is the point person for daily account service needs, implementing account transfers and handling all money movement. Additionally, Marcus supports David and Kyle to ensure client requests are completed accurately and efficiently. One of his most valuable assets is the calm approach he brings to servicing clients.

Marcus graduated from the University of Kansas with a Bachelor’s degree in history, with a minor in business. When not working, Marcus enjoys spending time with family and friends, playing recreational sports, and golfing. An avid sports fan, he loves cheering on the Jayhawks, KC Sporting, Royals, and the Chiefs.