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 will train new account managers and manage processes across the NW region.  Mahtoska possesses a B.S. in Mathematics, where his studies focus on data analysis and statistics.

After his five-year military service as a Marine Corp ended, Mahtoska worked at a brewery and then in a customer-service role where he learned about wine to help make knowledgeable recommendations. That turned into a lasting passion: His long-term goals include becoming a certified sommelier and building a 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.