History
To be of service to one's community, colleagues, and family has driven nearly every action and decision of our personal and professional development. With every organization our Founder has supported, he observed an almost universal truth, small businesses and not-for-profit organizations suffer from aspirational overload. Fledgling entrepreneurs and charitable champions are exceptionally outstanding at developing creative solutions to improve our world; yet they nearly always suffer crippling deficiencies in building, growing, and sustaining a business. Facing challenges including funding, skill-sets, supporting talent, and more, an equally universal truth became evident: when partnered with a qualified accountant - a trusted business advisor- these organizations will thrive by orders of magnitude over their peers. Inspired by this revelation, Mr. Fagan founded The Mattox Group, delivering enterprise level advisory services to true agents for change in our communities.
The Mattox Group opened its doors in 2008 as a sole entrepreneur endeavor. Over the past seventeen years we've facilitated the success of small businesses like the Central Coast Tobacco Company and tech companies like Akamai Innovations. We have supported the transformation of organizations such as The Central Coast Veterans Cemetery Foundation and the Veterans Transition Center of Monterey County. In 2016, The Mattox Group incorporated and expanded to pursue more complex opportunities in the public and private sectors. In 2018, the Government Contracts division evolved to support municipal, state, and federal agencies providing private sector expertise to achieve public sector goals. This effort created new employment opportunities for military Veterans and spouses of Active-duty Service-members while developing new revenue streams to further support Veteran-serving not-for-profit organizations. In 2024 we expanded support for Social Security planning and taxation strategies for retirement through the National Association of Registered Social Security Analysts.
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Advisors
Founder and CEO
J. Alan Fagan, E.A.
Hailing from a rural Midwest farming family, J. arrived at the Presidio of Monterey in 2001. Formerly an Arabic language student at the Defense Language Institute Foreign Language Center and Veteran of the United States Army, J. and his wife Elisabeth have made their home in the California Central Coast.
J. actively supports our region through service to various boards and committees. He is the CFO and Treasurer for the Defense Language Institute Foundation, Board member for the Ventana Wildlife Society, Past Chair for AMP Media, Past Board Treasurer for The Rotary Club of Monterey, has served on the MPC and MPUSD Citizens Bond Oversight and Facilities Advisory Committees, and is active in the Masonic community as a Past Master of Monterey Masonic Lodge.
J. advocates for Veterans issues throughout the Central Coast, particularly the American Legion Riders, Salinas Veterans Parade, and Salinas Hometown Heroes Banner Program. J. is the Founder and CEO of The Mattox Group consulting firm, which fosters growth and prosperity in our communities through empowering families, small businesses, and not-for-profit organizations to achieve transformative growth. J. is a fellow of the National Tax Practice Institute. J. supports our local Monterey Bay Union FC soccer team and enjoys traveling with Elisabeth and their two children.
Education & Licenses
DeVry University
Baccalaureate,
Business Administration - Accounting
Internal Revenue Service
Enrolled Agent
Certifications
Fellow - National Tax Practice Institute
Registered Social Security Analyst
Bill.com Guru
QuickBooks Pro Advisor
Gusto People Advisor
Activities & Affiliations
Access Monterey Peninsula – Past Board Chair
Defense Language Institute Foundation – CFO/Treasurer
Monterey Masonic Lodge No. 217 F. & A.M. – Past Master
Monterey Peninsula Unified School District – Citizens Bond Oversight Committee
Monterey Peninsula Unified School District – Facilities Advisory Committee
Ventana Wildlife Society - Board of Directors
Assistant to the chief executive officer
Brittney Davis
Hailing from the California Bay Area, Brittney moved to Pennsylvania in 2012 to study at West Chester University. After achieving her Psychology degree, Brittney returned to California, settling in beautiful Monterey. Here at The Mattox Group, Brittney supports our team, clients, and operations with poise, talent, and exceptional client focused service. Brittney enjoys archery, hiking, paddle boarding, and petting any dog she can find.
Education
WEST CHESTER UNIVERSITY
Baccalaureate - Psychology
Certifications
Gusto People Advisor
Activities & Affiliations
Archery
Hiking
Paddle Boarding