How We Work
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.
Michael A. Matheson, CFP®, CRPC, CFS®, CDFA
CERTIFIED FINANCIAL PLANNER™ Professional/ Founder
763-416-8239
Michael Matheson is an experienced CERTIFIED FINANCIAL PLANNERTM professional and founder of The Michael Matheson Group M2.
Susan Anderson, CFS®
Investment Adviser Representative
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Susan Anderson’s is an Financial Advisor with a mission to help clients achieve their financial goals.
Scott Robichaud
Senior Client Service Manager
763-416-8239
Scott Robichaud is a Senior Client Service Manager who provides ongoing service and support to clients that exceeds expectations.
Staci Murphy, FPQP™
Senior Client Service Manager
763-416-8239
Staci Murphy is a Senior Client Service Manager who provides ongoing service and support to clients that exceeds expectations.
Marie L. Henrichs, CFS®
Business Development Manager
763-416-8239
Marie Henrichs is our Business Development Manager and oversees the team’s growth and operations.
Shari Prusak
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!