Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Find a Financial Professional
CERTIFIED FINANCIAL PLANNER™ Professional/ Founder
Michael Matheson is an experienced CERTIFIED FINANCIAL PLANNERTM professional and founder of The Michael Matheson Group M2.
Investment Adviser Representative
Susan Anderson’s is an Financial Advisor with a mission to help clients achieve their financial goals.
Senior Client Service Manager
Scott Robichaud is a Senior Client Service Manager who provides ongoing service and support to clients that exceeds expectations.
Staci Murphy is a Senior Client Service Manager who provides ongoing service and support to clients that exceeds expectations.
Business Development Manager
Marie Henrichs is our Business Development Manager and oversees the team’s growth and operations.
KamiAnn Dosh is our Operations Specialist who ensures the firm's operations are running seamlessly.
Front Office Associate
Shari Prusak is our Front Office Associate and is instrumental in making sure clients have a positive experience right when they enter our office!