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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



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



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



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 Assistant



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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