As the Lead Retirement Account Manager, Mahtoska’s primary responsibility for the client is communicating with current and potential clients, scheduling meetings, client data management, and systems management. Internally, he trains new account managers and manages processes across the Northwest region. Mahtoska possesses a B.S. in Mathematics, with a focus on data analysis and statistics.

Mahtoska has earned the Qualified Plan Fiduciary Consultant (QPFC) designation through the National Association of Plan Advisors (NAPA), a reputable organization known for its industry-recognized credentials. This designation reflects his in-depth understanding of the roles of fiduciaries and co-fiduciaries in relation to qualified employer-sponsored retirement plans, further enhancing his ability to provide expert guidance to clients.

After his five-year military service as a Marine Corps member ended, Mahtoska worked at a brewery and then in a customer-service role where he gained wine knowledge to provide informed recommendations. This sparked a lasting passion, and his long-term goals include becoming a certified sommelier while building a thriving career in the financial services industry.

Mahtoska lives with his girlfriend and two dogs in Spanaway, Washington. He enjoys traveling, cooking, relaxing, and playing games.