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Team

How We Work

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.

Featured in Maple Grove Magazine

Featured in Maple Grove Magazine

We are proud to be voted as best financial services firm in Maple Grove for 2024. 

Based on Maple Grove Magazine reader votes. This award is not representative of the views of clients and is not indicative of future performance or services.



Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Michael A. Matheson, CFP®, CRPC™, CFS®, CDFA

CERTIFIED FINANCIAL PLANNERâ„¢ Professional/ Founder

763-416-8206

763-416-8239

MichaelM@M2financialgroup.com

Michael Matheson is an experienced CERTIFIED FINANCIAL PLANNERTM professional and founder of The Michael Matheson Group M2

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Susan Anderson, CFS®, CRPC™

LPL Investment Adviser Representative

763-416-8210

763-416-8239

SusanA@M2financialgroup.com

Susan Anderson’s is a Financial Advisor with a mission to help clients pursue their financial goals. 

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Marie L. Henrichs, CFP®, CFS®, CRPC™

CERTIFIED FINANCIAL PLANNERâ„¢ Professional

763-416-8229

763-416-8239

MarieH@M2financialgroup.com

Marie Henrichs is an advocate for M2 Financial Group clients and team members. Utilizing her 20+ years of experience in the financial planning industry, Marie Henrichs collaborates with her clients and their families to work...

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Scott Robichaud

LPL Investment Adviser Representative

763-416-8218

763-416-8239

ScottR@M2financialgroup.com

Scott Robichaud is an LPL Registered Administrative Associate who provides ongoing service and support to clients that exceeds expectations. 

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Jenny Nelson

Client Service Manager

763-416-8221

763-416-8239

JennyN@M2financialgroup.com

Jenny Nelson is our dedicated Client Services Manager, who joined M2 Financial Group in September 2021. With a strong background in the insurance and hospitality industries, Jenny brings a wealth of experience to our team. Jenny is a...

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Jenni Bock

Client Service Specialist

763-416-8208

763-416-8239

JenniB@M2financialgroup.com

Jenni Bock is our Client Services Specialist at the M2 Financial Group. Jenni comes to us with a background in finance from her experience as a Business Support Specialist with Wells Fargo. Jenni Bock previously worked with Jenny...

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Kaitlyn Holmbeck

Client Service Specialist

763-416-8223

763-416-8239

kaitlynh@m2financialgroup.com

Kaitlyn Holmbeck joined the M2 team in early March of 2024 as a Client Service Specialist. She holds a Bachelor’s degree in Finance and brings valuable experience in customer service. Kaitlyn is committed to providing exceptional...
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Shari Prusak

Executive Assistant

763-416-8238

763-416-8239

ShariP@M2financialgroup.com

Shari is an executive assistant with over 6 years of experience supporting the M2 Advisors and staff in dynamic, fast-paced environments. Her exceptional organizational skills, attention to detail, and ability to manage complex...
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Laura Langdon

Client Services Specialist

763-416-8227

7634168239

LauraL@M2financialgroup.com

Laura Langdon joined M2 Financial Group in February 2025 as a Client Service Specialist. She holds a Bachelor's degree in Business and brings a strong commitment to client service, organization, and attention to detail. Laura enjoys...
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Mckenzie Henrichs

Client Services Associate

mckenzieh@m2financialgroup.com

Mckenzie Henrichs joined M2 Financial Group as a Client Services Associate and enjoys supporting the team and helping keep operations running smoothly. She is currently attending the University of Kansas, where she is pursuing her...

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Shawna Matheson

Events and Marketing Specialist

shawnam@m2financialgroup.com

Shawna has been a dedicated nurse (BSN) since 2009 and currently brings her compassionate care and organizational skills to her daughter’s school, supporting student, staff, and family well-being as Volunteer Coordinator and President...
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Therese McCoy

Client Service Associate

763-416-8215

763-416-8239

theresem@m2financialgroup.com

Therese McCoy stepped into the role of Financial Administrative Assistant at M2 Financial Group in April 2026. Therese comes to M2 with a background spanning several administrative positions, building skills that translate directly...
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