Jonathon Matson

Jonathon Matson, CRPS®, currently serves as Associate Director and Retirement Plan Services Manager at EP Wealth Advisors since July 2022. Prior experience includes roles as a Retirement Plan Sales Consultant at Alliance Benefit Group Southwest, LLC from March 2021 to June 2022, and Regional Vice President at CUNA Mutual Retirement Solutions from December 2015 to March 2021, where a focus on enhancing advisor success was prominent. Other positions held include Regional Vice President of Retirement Plan Sales at Guardian Life, Retirement Services District Manager at ADP, Emerging Business Wholesaler at The Hartford, and Internal Wholesaler at Voya Investment Management. Jonathon holds a Bachelor of Science in Marketing from Arizona State University, earned in 2005, and possesses over 10 years of comprehensive experience in the retirement industry.