Broker Check

Team

With 60+ years of combined financial service industry experience, Michael Matheson and his team are very well prepared to help you with your “Client First” Advice, Guidance and Direction process. 

Michael’s team consists of an Associate Financial Advisor, Senior Client Service Managers and Administrative team members.  He believes in empowering his team to feel as strongly about the success of our clients as he does and they each embrace our process and “Client First” philosophy.  This empowerment leads to world class service that we are very proud of! 

Meet the team:

 

Michael Matheson began his financial services career in 1987 with IDS Financial Services. During his time with the firm, he earned numerous recognitions, including the prestigious Service Ethic Award.

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Susan Anderson, CFS

Associate Financial Advisor

763-416-8210

763-416-8239

Susan Anderson’s passion for financial planning comes from her desire to support people in their efforts to reach their financial goals and live the life they want to lead by using and implementing our “Client First”...

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Scott Robichaud

Senior Client Service Manager

763-416-8218

763-416-8239

Scott Robichaud is a Senior Client Service Manager for Michael Matheson’s financial practice. With the responsibility of handling day-to-day practice operations, he is committed to providing first-class customer service and a...

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Staci Murphy, FPQP™

Registered Planning Assistant

763-416-8215

763-416-8239

Staci is a Client Service Manager who joined the Matheson team in January 2015, bringing with her over 18 years of experience in the financial services industry. She began her career in 1997 in mutual fund trading. After several years...

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KamiAnn Dosh

Planning Assitant

763-416-8208

763-416-8239

KamiAnn Dosh is a Financial Planning Assistant who started her financial service career in 2012 when she joined Michael Matheson's team. Her decision to make a professional change by shifting her career path to the exciting and ever...

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Paige Sibell

Planning Assistant

763-416-8223

763-416-8239

Paige Sibell is a Financial Planning Assistant on the Matheson team who started with us in 2017. She had never been a part of the financial world and loves the challenge it’s giving her every day. This job has been a very...

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