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
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.
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®, CRPC™
LPL Investment Adviser Representative
763-416-8239
Susan Anderson’s is a Financial Advisor with a mission to help clients pursue their financial goals.
Marie L. Henrichs, CFP®, CFS®, CRPC™
CERTIFIED FINANCIAL PLANNER™ Professional
763-416-8239
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...
Scott Robichaud
LPL Investment Adviser Representative
763-416-8239
Scott Robichaud is an LPL Registered Administrative Associate who provides ongoing service and support to clients that exceeds expectations.
Jenny Nelson
Client Service Manager
763-416-8239
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...
Jenni Bock
Client Service Specialist
763-416-8239
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...
Kaitlyn Holmbeck
Client Service Specialist
763-416-8239
Shari Prusak
Executive Assistant
763-416-8239
Shawna Matheson
Events and Marketing Specialist