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 the true agents of change in our communities.  

The Mattox Group opened its doors in 2008 as a sole entrepreneur endeavor.  Over the past decade 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 is growing to support municipal, state, and federal agencies providing private sector expertise to achieve public sector goals. This effort will create new employment opportunities for military Veterans and spouses of Active-duty Service-members while developing new revenue streams we will direct to further support Veteran-serving not-for-profit organizations. 

 

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
Bill.com Guru
QuickBooks Pro Advisor
TSheets Pro
Xero Pro Advisor
Workflow Max Advisor

Activities & Affiliations

  • Access Monterey Peninsula – Chair
  • Defense Language Institute Foundation – CFO/Treasurer
  • Monterey Masonic Lodge No. 217 F. & A.M. – 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
 
 

 
 
 
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director of staffing and human resources

Kate Battiato

Kate brings to the Mattox Group a unique mix of HR and managerial expertise.  Kate has worked on both the employer and candidate sides of recruiting.  Kate first worked on the employer side as a Corporate Recruiter and then on behalf of candidates as a Career Development Coordinator and Career Advisor in the university setting.  By understanding both employer and candidate perspectives on hiring, Kate helps both sides find long-lasting, productive partnerships. Kate holds certifications in Career Development Facilitation (GCDF) and Federal Job Search Training and Coaching (CFJST and CFCC) which supports both employers and job seekers in understanding how job and personality characteristics should align for success. 

Kate also brings a refined set of analytical and managerial skills to the Mattox Group both from her educational background and her years of work experience in government administration.  Kate has served as a Policy Consultant, Legislative Aide, and most recently, a Management Analyst, all of which have built her knowledge of how policy, processes, and people can combine for the better, and what adjustments to make when the outcomes are less than desirable.  Kate enjoys working with teams to conduct process analysis and mapping, develop actionable performance measures, and resolve team conflict to create organizational value.

Kate came to the central coast of California in 2013 when her husband, Cliff, a plant pathologist, accepted a position in the Salinas Valley agriculture industry.  Kate loves living along the Monterey Bay and recently became active in the City of Monterey’s Neighborhood Improvement Program.  Walking to the beach with her husband, daughter, and dog is an everyday highlight of what matters most: family, a sense of community, and enjoying the natural beauty of the beautiful place we call home.

 

Education

UNIVERSITY OF WISCONSIN - MADISON
Master of Public Affairs
La Follette School of Public Affairs

Certifications
Global Career Development Facilitator,
     National Career Development Association
Certified Federal Job Search Trainer,
     Federal Career Training Institute
Certified Federal Career Coach,   
     Federal Career Training Institute

 

Activities & Affiliations

  • City of Monterey Neighborhood Improvement Program Committee
  • Del Monte Beach Neighborhood Association
  • Lifetime Member, University of Wisconsin Student Union
 
 

 
 
 
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Bookkeeper

Sarah Maron

Originally from Northern California, Sarah moved to Monterey in 2011 to study at California State University Monterey Bay. Sarah immediately connected with the beauty of our region and developed a deep and abiding love for the central coast of California. Sarah is a vital member of our team; delivering exceptional service and outstanding results to our clients.  Sarah enjoys the abundance of outdoor recreational opportunities afforded our region and is most often found hiking, bicycling trails, and camping in the mountains of Santa Cruz and Big Sur.

 

Education

CALIFORNIA STATE UNIVERSITY, MONTEREY BAY
Baccalaureate,
Business Administration - Accounting

Certifications
Bill.com Guru
QuickBooks Pro Advisor
Xero Pro Advisor

Activities & Affiliations

  • Volunteer Income Tax Preparation (VITA Volunteer)
  • Hiking
  • Cycling