Joann Mattson serves as Vice President, Strategy and Business Consulting, for Highland Capital Brokerage. She is responsible for leading projects tied to Highland’s digital strategy as well as to the overarching strategic initiatives impacting the life and annuity channel of Ladenburg and its enterprise strategic roadmap.
Joann came to Highland via the acquisition of Four Seasons Financial Group, where she was a founding partner and administrator since 1993. During that time, Joann served in varied rolls from operations to marketing and sales, most recently as Vice President of Administration. As she is fond of saying, “There is not one job in brokerage that I have not done at one time or another!”
Joann has been a licensed insurance agent for over 25 years, as well as a Fellow, Life Management Institute (FLMI) and an Associate, Academy of Life Underwriting (AALU).
Joann previously chaired NAILBA’s Technology Committee for three years before becoming a founding member and chair of the Life Brokerage Technology Committee (LBTC), an independent committee whose goal is to foster adoption of best practices for the common good of the insurance industry. Today, she continues to serve as an LBTC Steering Committee member.
When she is not working, Joann can be found spending quality time with her husband and daughter in Wenonah, New Jersey.