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Our Firm

Passion. Integrity. Experience. Diligence.

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 fifteen 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 2017, we entered the staffing and recruiting space, focusing on developing career opportunities for Veterans of military service to the United States.  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 2023, we’re expanding our employment division to support the ever growing logistics community, match exceptional talent with quality goods to connect our world in a reliable and sustainable network of Veteran-owned and operated driver teams.

 

Get in touch

We know that finding the right firm to represent you is a choice not to be taken lightly. That’s why we offer free consultations to walk you through your needs and the scope of your goals.

Book an appointment ▸

 
 

Advisors

 
 
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Founder and CEO

J. Alan Fagan, E.A.

Hailing from the rural Midwest, J. settled along the Central California Coast in the fall of 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 Marina, California.  J. is actively involved in supporting his community through service to various boards and committees. He currently Chairs the Board of Access Monterey Peninsula, is the CFO and Treasurer for the DLI Foundation, serves on the MPUSD Citizens Bond Oversight and Facilities Advisory Committees, and is an associate member of the United Veterans Council. J. advocates for Veterans issues throughout the Central Coast, particularly through support for the Veterans Transition Center and Central Coast Veterans Cemetery Foundation.  J. is the Founder and CEO of The Mattox Group, empowering transformational change in small businesses and not-for-profit organizations. 

 

Education & Licenses

DeVry University
Baccalaureate,
Business Administration - Accounting

Internal Revenue Service
Enrolled Agent

Certifications
Fellow - National Tax Practice Institute
Bill.com Guru
QuickBooks Pro Advisor
Gusto People Advisor

Activities & Affiliations

  • Access Monterey Peninsula – Immediate Past 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

  • G.I. Josie – Advisory Board

  • United Veterans Council for Monterey County – Associate Member

 
 

 
 
 

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