With 80+ 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 Financial Advisors, a Business Development Manager, 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 that they each embrace the “Client First” philosophy. This empowerment leads to providing the amazing service that we are very proud of!
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!