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Office: 763.416.8206

11272 86th Ave, North

Suite B

Maple Grove, MN 55369

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

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. In 1990, Michael was asked to join...

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Susan M. Anderson is an Associate Financial Advisor / Senior Client Service Manager working with Michael A. Matheson’s team. She started working in the financial industry while studying for her BA degree in 2003.

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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 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.

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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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